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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 | $73,039 | $64,729+12.8% | $112,263-34.9% | $68,490+6.6% |
| Participation rate | 82.6% | 67.2%+15.5pp | 75.1%+7.5pp | 67.9%+14.7pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.49%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,126 | $3,566+127.9% | $4,729+71.8% | $4,028+101.7% |
| Admin fee / account holder | $13,124 | $5,222+151.3% | $6,410+104.7% | $5,403+142.9% |