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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 | $74,117 | $73,863+0.3% | $143,797-48.5% | $68,490+8.2% |
| Participation rate | 75.6% | 66.7%+9.0pp | 80.3%-4.7pp | 67.9%+7.7pp |
| Annual return | -14.22% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,671 | $3,185-47.5% | $4,952-66.3% | $2,597-35.6% |
| Participant deferral / active EE | $3,908 | $3,385+15.5% | $5,638-30.7% | $4,028-3.0% |
| Admin fee / account holder | $3,263 | $5,756-43.3% | $14,679-77.8% | $5,403-39.6% |