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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 | $71,362 | $64,719+10.3% | $112,249-36.4% | $68,486+4.2% |
| Participation rate | 93.6% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.7pp |
| Annual return | -18.81% | -11.40%-7.4pp | 27.48%-46.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,441 | $2,747-11.1% | $3,636-32.9% | $2,597-6.0% |
| Participant deferral / active EE | $3,705 | $3,565+3.9% | $4,729-21.7% | $4,028-8.0% |
| Admin fee / account holder | $14,417 | $5,232+175.5% | $6,412+124.8% | $5,404+166.8% |