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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 | $105,455 | $73,019+44.4% | $90,766+16.2% | $68,490+54.0% |
| Participation rate | 70.2% | 70.8%-0.7pp | 75.7%-5.5pp | 67.9%+2.3pp |
| Annual return | -12.91% | -13.81%+0.9pp | -12.16%-0.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,115 | $2,193-3.5% | $2,922-27.6% | $2,597-18.5% |
| Participant deferral / active EE | $3,138 | $3,626-13.5% | $4,565-31.3% | $4,028-22.1% |
| Admin fee / account holder | $18,191 | $5,897+208.5% | $8,446+115.4% | $5,403+236.7% |