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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 | $193,483 | $81,870+136.3% | $119,634+61.7% | $68,490+182.5% |
| Participation rate | 73.3% | 71.9%+1.4pp | 79.3%-5.9pp | 67.9%+5.4pp |
| Annual return | -18.62% | -23.82%+5.2pp | -14.98%-3.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,883 | $4,148+90.0% | $5,601+40.7% | $4,028+95.7% |
| Admin fee / account holder | $2,415 | $6,583-63.3% | $10,329-76.6% | $5,403-55.3% |