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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 | $74,029 | $73,848+0.2% | $143,799-48.5% | $68,486+8.1% |
| Participation rate | 77.4% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.5pp |
| Annual return | -13.88% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $1,989 | $3,184-37.5% | $4,952-59.8% | $2,597-23.4% |
| Participant deferral / active EE | $4,051 | $3,385+19.7% | $5,638-28.2% | $4,028+0.6% |
| Admin fee / account holder | $4,273 | $5,755-25.7% | $14,677-70.9% | $5,404-20.9% |