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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 | $32,620 | $54,239-39.9% | $70,098-53.5% | $68,495-52.4% |
| Participation rate | 71.2% | 64.5%+6.6pp | 70.5%+0.7pp | 67.9%+3.3pp |
| Annual return | -13.92% | -13.87%-0.1pp | 190.76%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,703 | $2,019-15.6% | $2,560-33.5% | $2,596-34.4% |
| Participant deferral / active EE | $3,087 | $2,957+4.4% | $3,849-19.8% | $4,028-23.4% |
| Admin fee / account holder | $3,846 | $4,691-18.0% | $6,266-38.6% | $5,403-28.8% |