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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 | $84,870 | $81,870+3.7% | $119,634-29.1% | $68,490+23.9% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.3pp | 67.9%+26.7pp |
| Annual return | -16.05% | -23.82%+7.8pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,783 | $2,692-33.8% | $4,232-57.9% | $2,597-31.3% |
| Participant deferral / active EE | $5,800 | $4,148+39.8% | $5,601+3.6% | $4,028+44.0% |
| Admin fee / account holder | $15,990 | $6,583+142.9% | $10,329+54.8% | $5,403+196.0% |