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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 | $56,407 | $53,546+5.3% | $69,890-19.3% | $68,490-17.6% |
| Participation rate | 78.8% | 64.5%+14.3pp | 70.5%+8.3pp | 67.9%+10.9pp |
| Annual return | -15.78% | -13.87%-1.9pp | 190.84%-206.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,432 | $2,019-29.1% | $2,560-44.1% | $2,597-44.9% |
| Participant deferral / active EE | $2,398 | $2,957-18.9% | $3,848-37.7% | $4,028-40.5% |
| Admin fee / account holder | $637 | $4,693-86.4% | $6,267-89.8% | $5,403-88.2% |