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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 | $157,956 | $71,873+119.8% | $86,698+82.2% | $68,490+130.6% |
| Participation rate | 77.4% | 72.2%+5.2pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | -16.60% | 3.54%-20.1pp | 35.96%-52.6pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,195 | $3,779-15.4% | $4,656-31.4% | $4,028-20.7% |
| Admin fee / account holder | $20,792 | $6,110+240.3% | $7,492+177.5% | $5,403+284.8% |