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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 | $68,751 | $71,878-4.4% | $86,698-20.7% | $68,486+0.4% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -18.06% | 3.53%-21.6pp | 35.95%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,594 | $2,173-26.7% | $2,837-43.8% | $2,597-38.6% |
| Participant deferral / active EE | $3,603 | $3,779-4.7% | $4,656-22.6% | $4,028-10.5% |
| Admin fee / account holder | $11,028 | $6,113+80.4% | $7,493+47.2% | $5,404+104.1% |