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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 | $63,709 | $71,872-11.4% | $86,691-26.5% | $68,495-7.0% |
| Participation rate | 74.0% | 72.2%+1.8pp | 76.6%-2.6pp | 67.9%+6.1pp |
| Annual return | -15.41% | 3.53%-18.9pp | 35.94%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $861 | $2,173-60.4% | $2,837-69.6% | $2,596-66.8% |
| Participant deferral / active EE | $2,557 | $3,779-32.3% | $4,656-45.1% | $4,028-36.5% |
| Admin fee / account holder | $11,061 | $6,112+81.0% | $7,492+47.6% | $5,403+104.7% |