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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 | $157,419 | $71,873+119.0% | $86,698+81.6% | $68,490+129.8% |
| Participation rate | 73.0% | 72.2%+0.7pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -14.34% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,574 | $3,779-31.9% | $4,656-44.7% | $4,028-36.1% |
| Admin fee / account holder | $9,360 | $6,110+53.2% | $7,492+24.9% | $5,403+73.2% |