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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 | $107,682 | $81,870+31.5% | $119,634-10.0% | $68,490+57.2% |
| Participation rate | 81.0% | 71.9%+9.1pp | 79.3%+1.7pp | 67.9%+13.1pp |
| Annual return | -14.82% | -23.82%+9.0pp | -14.98%+0.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,003 | $2,692-25.6% | $4,232-52.7% | $2,597-22.8% |
| Participant deferral / active EE | $4,374 | $4,148+5.4% | $5,601-21.9% | $4,028+8.6% |
| Admin fee / account holder | $22,162 | $6,583+236.7% | $10,329+114.6% | $5,403+310.2% |