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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 | $109,505 | $54,239+101.9% | $70,098+56.2% | $68,495+59.9% |
| Participation rate | 75.3% | 64.5%+10.8pp | 70.5%+4.8pp | 67.9%+7.4pp |
| Annual return | -14.37% | -13.87%-0.5pp | 190.76%-205.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,266 | $2,019+12.2% | $2,560-11.5% | $2,596-12.7% |
| Participant deferral / active EE | $4,302 | $2,957+45.5% | $3,849+11.8% | $4,028+6.8% |
| Admin fee / account holder | $16,463 | $4,691+251.0% | $6,266+162.8% | $5,403+204.7% |