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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 | $74,152 | $59,834+23.9% | $79,576-6.8% | $68,495+8.3% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.5%+3.4pp | 67.9%+5.0pp |
| Annual return | -15.22% | -12.30%-2.9pp | 0.15%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $886 | $1,505-41.1% | $2,413-63.3% | $2,596-65.9% |
| Participant deferral / active EE | $2,667 | $3,024-11.8% | $3,985-33.1% | $4,028-33.8% |
| Admin fee / account holder | $2,101 | $4,835-56.5% | $6,834-69.3% | $5,403-61.1% |