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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 | $48,853 | $42,910+13.8% | $60,919-19.8% | $68,490-28.7% |
| Participation rate | 75.9% | 66.8%+9.1pp | 73.1%+2.8pp | 67.9%+8.0pp |
| Annual return | -16.80% | -13.99%-2.8pp | 16.96%-33.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,752 | $2,866+30.9% | $3,814-1.6% | $4,028-6.8% |
| Admin fee / account holder | $1,075 | $3,104-65.4% | $3,228-66.7% | $5,403-80.1% |