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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 | $69,433 | $81,870-15.2% | $119,622-42.0% | $68,486+1.4% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -6.55% | -23.82%+17.3pp | -14.98%+8.4pp | -7.85%+1.3pp |
| Employer contribution / active EE | $3,012 | $2,692+11.9% | $4,232-28.8% | $2,597+16.0% |
| Participant deferral / active EE | $5,750 | $4,148+38.6% | $5,601+2.7% | $4,028+42.8% |
| Admin fee / account holder | $26,536 | $6,583+303.1% | $10,328+156.9% | $5,404+391.1% |