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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 | $101,563 | $81,870+24.1% | $119,622-15.1% | $68,486+48.3% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -17.03% | -23.82%+6.8pp | -14.98%-2.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,560 | $2,692-42.1% | $4,232-63.1% | $2,597-39.9% |
| Participant deferral / active EE | $5,472 | $4,148+31.9% | $5,601-2.3% | $4,028+35.9% |
| Admin fee / account holder | $14,361 | $6,583+118.2% | $10,328+39.1% | $5,404+165.8% |