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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 | $102,780 | $110,083-6.6% | $151,639-32.2% | $68,486+50.1% |
| Participation rate | 81.7% | 84.0%-2.3pp | 87.5%-5.8pp | 67.9%+13.8pp |
| Annual return | -16.69% | -10.12%-6.6pp | 3.34%-20.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,372 | $6,526-17.7% | $8,363-35.8% | $4,028+33.4% |
| Admin fee / account holder | $6,279 | $7,718-18.6% | $11,613-45.9% | $5,404+16.2% |