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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 | $197,773 | $81,870+141.6% | $119,634+65.3% | $68,490+188.8% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -14.39% | -23.82%+9.4pp | -14.98%+0.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $704 | $2,692-73.8% | $4,232-83.4% | $2,597-72.9% |
| Participant deferral / active EE | $2,612 | $4,148-37.0% | $5,601-53.4% | $4,028-35.2% |
| Admin fee / account holder | $25,985 | $6,583+294.7% | $10,329+151.6% | $5,403+381.0% |