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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 | $97,575 | $54,239+79.9% | $70,098+39.2% | $68,495+42.5% |
| Participation rate | 72.3% | 64.5%+7.8pp | 70.5%+1.9pp | 67.9%+4.4pp |
| Annual return | -14.05% | -13.87%-0.2pp | 190.76%-204.8pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,713 | $2,019-15.1% | $2,560-33.1% | $2,596-34.0% |
| Participant deferral / active EE | $4,152 | $2,957+40.4% | $3,849+7.9% | $4,028+3.1% |
| Admin fee / account holder | $31,353 | $4,691+568.4% | $6,266+400.4% | $5,403+480.3% |