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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 | $113,578 | $73,848+53.8% | $143,799-21.0% | $68,486+65.8% |
| Participation rate | 76.3% | 66.7%+9.6pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -18.76% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,242 | $3,184-29.6% | $4,952-54.7% | $2,597-13.7% |
| Participant deferral / active EE | $4,645 | $3,385+37.2% | $5,638-17.6% | $4,028+15.3% |
| Admin fee / account holder | $36,833 | $5,755+540.0% | $14,677+151.0% | $5,404+581.6% |