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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 | $65,665 | $59,834+9.7% | $79,576-17.5% | $68,495-4.1% |
| Participation rate | 93.9% | 61.1%+32.9pp | 69.5%+24.5pp | 67.9%+26.0pp |
| Annual return | -18.17% | -12.30%-5.9pp | 0.15%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,550 | $1,505+3.0% | $2,413-35.8% | $2,596-40.3% |
| Participant deferral / active EE | $4,535 | $3,024+49.9% | $3,985+13.8% | $4,028+12.6% |
| Admin fee / account holder | $2,621 | $4,835-45.8% | $6,834-61.6% | $5,403-51.5% |