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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 | $74,913 | $82,674-9.4% | $125,363-40.2% | $68,495+9.4% |
| Participation rate | 84.1% | 75.0%+9.1pp | 82.4%+1.8pp | 67.9%+16.2pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,164 | $3,382-36.0% | $4,815-55.1% | $2,596-16.7% |
| Participant deferral / active EE | $6,138 | $6,111+0.4% | $7,447-17.6% | $4,028+52.4% |
| Admin fee / account holder | $8,569 | $6,276+36.5% | $10,005-14.4% | $5,403+58.6% |