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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 | $65,881 | $81,870-19.5% | $119,634-44.9% | $68,490-3.8% |
| Participation rate | 70.5% | 71.9%-1.4pp | 79.3%-8.8pp | 67.9%+2.6pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,030 | $2,692+12.6% | $4,232-28.4% | $2,597+16.7% |
| Participant deferral / active EE | $7,123 | $4,148+71.7% | $5,601+27.2% | $4,028+76.9% |
| Admin fee / account holder | $4,223 | $6,583-35.8% | $10,329-59.1% | $5,403-21.8% |