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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 | $74,011 | $71,872+3.0% | $86,691-14.6% | $68,495+8.1% |
| Participation rate | 80.9% | 72.2%+8.6pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | -15.48% | 3.53%-19.0pp | 35.94%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,118 | $2,173-48.5% | $2,837-60.6% | $2,596-56.9% |
| Participant deferral / active EE | $3,778 | $3,7790% | $4,656-18.8% | $4,028-6.2% |
| Admin fee / account holder | $47,120 | $6,112+670.9% | $7,492+528.9% | $5,403+772.1% |