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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 | $96,304 | $81,870+17.6% | $119,634-19.5% | $68,490+40.6% |
| Participation rate | 71.0% | 71.9%-0.9pp | 79.3%-8.3pp | 67.9%+3.1pp |
| Annual return | -13.08% | -23.82%+10.7pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,346 | $2,692-50.0% | $4,232-68.2% | $2,597-48.2% |
| Participant deferral / active EE | $5,023 | $4,148+21.1% | $5,601-10.3% | $4,028+24.7% |
| Admin fee / account holder | $21,968 | $6,583+233.7% | $10,329+112.7% | $5,403+306.6% |