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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 | $84,161 | $59,834+40.7% | $79,576+5.8% | $68,495+22.9% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -17.16% | -12.30%-4.9pp | 0.15%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $333 | $1,505-77.9% | $2,413-86.2% | $2,596-87.2% |
| Participant deferral / active EE | $5,213 | $3,024+72.4% | $3,985+30.8% | $4,028+29.4% |
| Admin fee / account holder | $8,617 | $4,835+78.2% | $6,834+26.1% | $5,403+59.5% |