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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 | $80,937 | $72,404+11.8% | $110,243-26.6% | $64,173+26.1% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.5pp | 69.6%+0.8pp |
| Annual return | -6.57% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,663 | $2,282-27.1% | $3,827-56.5% | $2,381-30.1% |
| Participant deferral / active EE | $5,244 | $3,469+51.2% | $4,672+12.2% | $3,470+51.1% |
| Admin fee / account holder | $19,810 | $5,664+249.7% | $8,548+131.8% | $4,887+305.3% |