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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 | $67,837 | $64,719+4.8% | $112,249-39.6% | $68,486-0.9% |
| Participation rate | 77.9% | 67.2%+10.8pp | 75.1%+2.8pp | 67.9%+10.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,530 | $2,747-44.3% | $3,636-57.9% | $2,597-41.1% |
| Participant deferral / active EE | $4,025 | $3,565+12.9% | $4,729-14.9% | $4,028-0.1% |
| Admin fee / account holder | $1,647 | $5,232-68.5% | $6,412-74.3% | $5,404-69.5% |