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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 | $72,828 | $73,019-0.3% | $90,766-19.8% | $68,490+6.3% |
| Participation rate | 79.5% | 70.8%+8.7pp | 75.7%+3.8pp | 67.9%+11.6pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $743 | $2,193-66.1% | $2,922-74.6% | $2,597-71.4% |
| Participant deferral / active EE | $3,611 | $3,626-0.4% | $4,565-20.9% | $4,028-10.4% |
| Admin fee / account holder | $10,627 | $5,897+80.2% | $8,446+25.8% | $5,403+96.7% |