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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 | $77,082 | $73,863+4.4% | $143,797-46.4% | $68,490+12.5% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | -13.69% | 0.91%-14.6pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $9,286 | $3,185+191.6% | $4,952+87.5% | $2,597+257.6% |
| Participant deferral / active EE | $5,186 | $3,385+53.2% | $5,638-8.0% | $4,028+28.7% |
| Admin fee / account holder | $2,704 | $5,756-53.0% | $14,679-81.6% | $5,403-49.9% |