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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 | $75,387 | $73,863+2.1% | $143,797-47.6% | $68,490+10.1% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -16.61% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,165 | $3,185-0.6% | $4,952-36.1% | $2,597+21.9% |
| Participant deferral / active EE | $2,881 | $3,385-14.9% | $5,638-48.9% | $4,028-28.5% |
| Admin fee / account holder | $8,706 | $5,756+51.3% | $14,679-40.7% | $5,403+61.1% |