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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 | $88,274 | $71,873+22.8% | $86,698+1.8% | $68,490+28.9% |
| Participation rate | 73.9% | 72.2%+1.7pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | -15.51% | 3.54%-19.0pp | 35.96%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,488 | $2,173-31.5% | $2,837-47.6% | $2,597-42.7% |
| Participant deferral / active EE | $3,737 | $3,779-1.1% | $4,656-19.8% | $4,028-7.2% |
| Admin fee / account holder | $18,105 | $6,110+196.3% | $7,492+141.7% | $5,403+235.1% |