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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 | $68,909 | $62,583+10.1% | $76,767-10.2% | $64,173+7.4% |
| Participation rate | 74.5% | 72.8%+1.7pp | 77.0%-2.5pp | 69.6%+4.9pp |
| Annual return | -4.41% | -1.95%-2.5pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,999 | $3,145-36.4% | $3,852-48.1% | $3,470-42.4% |
| Admin fee / account holder | $843 | $4,667-81.9% | $6,675-87.4% | $4,887-82.8% |