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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 | $96,791 | $64,729+49.5% | $112,263-13.8% | $68,490+41.3% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -14.41% | -11.40%-3.0pp | 27.49%-41.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,369 | $3,566+50.6% | $4,729+13.5% | $4,028+33.3% |
| Admin fee / account holder | $15,086 | $5,222+188.9% | $6,410+135.3% | $5,403+179.2% |