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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 | $102,339 | $48,267+112.0% | $68,808+48.7% | $68,486+49.4% |
| Participation rate | 70.5% | 60.7%+9.8pp | 69.0%+1.5pp | 67.9%+2.6pp |
| Annual return | -11.14% | -12.70%+1.6pp | -6.37%-4.8pp | -7.85%-3.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,407 | $2,867+18.8% | $3,942-13.6% | $4,028-15.4% |
| Admin fee / account holder | $9,310 | $4,362+113.4% | $4,936+88.6% | $5,404+72.3% |