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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 | $68,612 | $71,878-4.5% | $86,698-20.9% | $68,486+0.2% |
| Participation rate | 78.9% | 72.2%+6.7pp | 76.6%+2.4pp | 67.9%+11.1pp |
| Annual return | -13.56% | 3.53%-17.1pp | 35.95%-49.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $1,494 | $2,173-31.2% | $2,837-47.3% | $2,597-42.4% |
| Participant deferral / active EE | $2,990 | $3,779-20.9% | $4,656-35.8% | $4,028-25.8% |
| Admin fee / account holder | $20,082 | $6,113+228.5% | $7,493+168.0% | $5,404+271.6% |