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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 | $68,061 | $62,589+8.7% | $76,768-11.3% | $64,173+6.1% |
| Participation rate | 75.8% | 72.8%+3.0pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | -5.37% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,995 | $3,145-4.8% | $3,852-22.2% | $3,470-13.7% |
| Admin fee / account holder | $1,730 | $4,667-62.9% | $6,675-74.1% | $4,887-64.6% |