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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 | $71,937 | $73,848-2.6% | $143,799-50.0% | $68,486+5.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.62% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,038 | $3,184-67.4% | $4,952-79.0% | $2,597-60.0% |
| Participant deferral / active EE | $3,548 | $3,385+4.8% | $5,638-37.1% | $4,028-11.9% |
| Admin fee / account holder | $3,516 | $5,755-38.9% | $14,677-76.0% | $5,404-34.9% |