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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 | $90,918 | $59,834+52.0% | $79,576+14.3% | $68,495+32.7% |
| Participation rate | 88.6% | 61.1%+27.5pp | 69.5%+19.1pp | 67.9%+20.7pp |
| Annual return | -17.46% | -12.30%-5.2pp | 0.15%-17.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,695 | $1,505+12.6% | $2,413-29.8% | $2,596-34.7% |
| Participant deferral / active EE | $4,844 | $3,024+60.2% | $3,985+21.6% | $4,028+20.3% |
| Admin fee / account holder | $28,910 | $4,835+497.9% | $6,834+323.0% | $5,403+435.0% |