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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 | $65,848 | $73,848-10.8% | $143,799-54.2% | $68,486-3.9% |
| Participation rate | 90.4% | 66.7%+23.7pp | 80.3%+10.1pp | 67.9%+22.5pp |
| Annual return | -17.79% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,877 | $3,184-41.1% | $4,952-62.1% | $2,597-27.7% |
| Participant deferral / active EE | $4,025 | $3,385+18.9% | $5,638-28.6% | $4,028-0.1% |
| Admin fee / account holder | $3,298 | $5,755-42.7% | $14,677-77.5% | $5,404-39.0% |