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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 | $67,315 | $71,878-6.3% | $86,698-22.4% | $68,486-1.7% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -17.57% | 3.53%-21.1pp | 35.95%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,506 | $2,173-30.7% | $2,837-46.9% | $2,597-42.0% |
| Participant deferral / active EE | $3,938 | $3,779+4.2% | $4,656-15.4% | $4,028-2.2% |
| Admin fee / account holder | $3,758 | $6,113-38.5% | $7,493-49.8% | $5,404-30.5% |