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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 | $78,485 | $110,083-28.7% | $151,645-48.2% | $68,490+14.6% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -16.90% | -10.12%-6.8pp | 3.34%-20.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $13,248 | $4,470+196.4% | $6,165+114.9% | $2,597+410.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,134 | $7,718-59.4% | $11,614-73.0% | $5,403-42.0% |