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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 | $86,220 | $42,909+100.9% | $60,906+41.6% | $68,486+25.9% |
| Participation rate | 89.3% | 66.8%+22.6pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -13.84% | -13.99%+0.1pp | 16.94%-30.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,550 | $1,979-21.7% | $2,703-42.7% | $2,597-40.3% |
| Participant deferral / active EE | $2,316 | $2,866-19.2% | $3,814-39.3% | $4,028-42.5% |
| Admin fee / account holder | $8,378 | $3,104+169.9% | $3,227+159.6% | $5,404+55.0% |