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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 | $105,090 | $77,817+35.0% | $123,553-14.9% | $64,173+63.8% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -7.16% | 12.49%-19.6pp | 119.21%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,626 | $5,240+45.5% | $6,426+18.7% | $3,470+119.8% |
| Admin fee / account holder | $12,276 | $5,519+122.4% | $9,284+32.2% | $4,887+151.2% |