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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 | $71,878 | $81,870-12.2% | $119,634-39.9% | $68,490+4.9% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -9.78% | -23.82%+14.0pp | -14.98%+5.2pp | -7.85%-1.9pp |
| Employer contribution / active EE | $5,670 | $2,692+110.6% | $4,232+34.0% | $2,597+118.4% |
| Participant deferral / active EE | $2,370 | $4,148-42.9% | $5,601-57.7% | $4,028-41.2% |
| Admin fee / account holder | $9,171 | $6,583+39.3% | $10,329-11.2% | $5,403+69.7% |