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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 | $87,419 | $81,870+6.8% | $119,622-26.9% | $68,486+27.6% |
| Participation rate | 78.2% | 71.9%+6.3pp | 79.3%-1.1pp | 67.9%+10.3pp |
| Annual return | -10.41% | -23.82%+13.4pp | -14.98%+4.6pp | -7.85%-2.6pp |
| Employer contribution / active EE | $696 | $2,692-74.1% | $4,232-83.5% | $2,597-73.2% |
| Participant deferral / active EE | $3,980 | $4,148-4.1% | $5,601-28.9% | $4,028-1.2% |
| Admin fee / account holder | $14,776 | $6,583+124.5% | $10,328+43.1% | $5,404+173.4% |