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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 | $119,429 | $71,873+66.2% | $86,698+37.8% | $68,490+74.4% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -10.77% | 3.54%-14.3pp | 35.96%-46.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $1,645 | $2,173-24.3% | $2,837-42.0% | $2,597-36.7% |
| Participant deferral / active EE | $2,225 | $3,779-41.1% | $4,656-52.2% | $4,028-44.8% |
| Admin fee / account holder | $109,701 | $6,110+1695.3% | $7,492+1364.3% | $5,403+1930.4% |