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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 | $34,365 | $142,409-75.9% | $119,634-71.3% | $134,545-74.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -16.55% | -12.46%-4.1pp | -14.98%-1.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,303 | $5,224-55.9% | $4,232-45.6% | $4,742-51.4% |
| Participant deferral / active EE | $12,307 | $6,468+90.3% | $5,601+119.7% | $6,401+92.3% |
| Admin fee / account holder | $14,260 | $13,594+4.9% | $10,329+38.1% | $11,431+24.8% |