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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 | $105,507 | $81,870+28.9% | $119,608-11.8% | $68,495+54.0% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -18.54% | -23.82%+5.3pp | -14.98%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,279 | $2,692+21.8% | $4,232-22.5% | $2,596+26.3% |
| Participant deferral / active EE | $8,601 | $4,148+107.3% | $5,601+53.5% | $4,028+113.5% |
| Admin fee / account holder | $44,421 | $6,583+574.8% | $10,326+330.2% | $5,403+722.1% |