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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,199 | $73,863+37.0% | $143,797-29.6% | $68,490+47.8% |
| Participation rate | 83.1% | 66.7%+16.4pp | 80.3%+2.8pp | 67.9%+15.2pp |
| Annual return | -12.55% | 0.91%-13.5pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,811 | $3,185-43.1% | $4,952-63.4% | $2,597-30.3% |
| Participant deferral / active EE | $3,880 | $3,385+14.6% | $5,638-31.2% | $4,028-3.7% |
| Admin fee / account holder | $74,977 | $5,756+1202.6% | $14,679+410.8% | $5,403+1287.7% |