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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 | $107,679 | $81,870+31.5% | $119,634-10.0% | $68,490+57.2% |
| Participation rate | 70.6% | 71.9%-1.3pp | 79.3%-8.7pp | 67.9%+2.7pp |
| Annual return | -13.30% | -23.82%+10.5pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,993 | $2,692+11.2% | $4,232-29.3% | $2,597+15.3% |
| Participant deferral / active EE | $7,323 | $4,148+76.5% | $5,601+30.7% | $4,028+81.8% |
| Admin fee / account holder | $16,619 | $6,583+152.5% | $10,329+60.9% | $5,403+207.6% |