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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 | $162,596 | $42,917+278.9% | $60,899+167.0% | $68,495+137.4% |
| Participation rate | 85.5% | 66.8%+18.7pp | 73.1%+12.4pp | 67.9%+17.6pp |
| Annual return | -11.30% | -13.99%+2.7pp | 16.92%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,711 | $1,979-13.5% | $2,702-36.7% | $2,596-34.1% |
| Participant deferral / active EE | $2,504 | $2,867-12.6% | $3,817-34.4% | $4,028-37.8% |
| Admin fee / account holder | $16,915 | $3,102+445.3% | $3,225+424.5% | $5,403+213.0% |