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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 | $167,218 | $81,870+104.2% | $119,634+39.8% | $68,490+144.1% |
| Participation rate | 72.3% | 71.9%+0.4pp | 79.3%-6.9pp | 67.9%+4.4pp |
| Annual return | -13.43% | -23.82%+10.4pp | -14.98%+1.6pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,797 | $2,692-33.2% | $4,232-57.5% | $2,597-30.8% |
| Participant deferral / active EE | $3,491 | $4,148-15.8% | $5,601-37.7% | $4,028-13.3% |
| Admin fee / account holder | $8,514 | $6,583+29.3% | $10,329-17.6% | $5,403+57.6% |