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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 | $143,401 | $71,873+99.5% | $86,698+65.4% | $68,490+109.4% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.2pp | 67.9%+3.5pp |
| Annual return | -0.97% | 3.54%-4.5pp | 35.96%-36.9pp | -7.85%+6.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,046 | $3,779-19.4% | $4,656-34.6% | $4,028-24.4% |
| Admin fee / account holder | $26,260 | $6,110+329.8% | $7,492+250.5% | $5,403+386.0% |