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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 | $68,709 | $64,729+6.1% | $112,263-38.8% | $68,490+0.3% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -16.37% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,340 | $3,566+105.9% | $4,729+55.2% | $4,028+82.2% |
| Admin fee / account holder | $2,405 | $5,222-53.9% | $6,410-62.5% | $5,403-55.5% |