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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 | $80,235 | $61,660+30.1% | $80,022+0.3% | $64,173+25.0% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | -6.17% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,709 | $2,968-8.7% | $3,686-26.5% | $3,470-21.9% |
| Admin fee / account holder | $3,103 | $5,417-42.7% | $6,521-52.4% | $4,887-36.5% |