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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 | $75,207 | $71,872+4.6% | $86,691-13.2% | $68,495+9.8% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -11.93% | 3.53%-15.5pp | 35.94%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,718 | $3,779+51.3% | $4,656+22.8% | $4,028+42.0% |
| Admin fee / account holder | $27,751 | $6,112+354.0% | $7,492+270.4% | $5,403+413.6% |