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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 | $69,985 | $42,917+63.1% | $60,899+14.9% | $68,495+2.2% |
| Participation rate | 72.4% | 66.8%+5.6pp | 73.1%-0.7pp | 67.9%+4.5pp |
| Annual return | -13.23% | -13.99%+0.8pp | 16.92%-30.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,311 | $1,979-33.8% | $2,702-51.5% | $2,596-49.5% |
| Participant deferral / active EE | $5,387 | $2,867+87.9% | $3,817+41.1% | $4,028+33.8% |
| Admin fee / account holder | $1,731 | $3,102-44.2% | $3,225-46.3% | $5,403-68.0% |