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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 | $93,167 | $73,848+26.2% | $143,799-35.2% | $68,486+36.0% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -13.36% | 0.91%-14.3pp | -0.04%-13.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $938 | $3,184-70.5% | $4,952-81.1% | $2,597-63.9% |
| Participant deferral / active EE | $2,833 | $3,385-16.3% | $5,638-49.7% | $4,028-29.7% |
| Admin fee / account holder | $2,059 | $5,755-64.2% | $14,677-86.0% | $5,404-61.9% |