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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 | $61,392 | $73,019-15.9% | $90,766-32.4% | $68,490-10.4% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -17.03% | -13.81%-3.2pp | -12.16%-4.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $669 | $2,193-69.5% | $2,922-77.1% | $2,597-74.2% |
| Participant deferral / active EE | $3,363 | $3,626-7.2% | $4,565-26.3% | $4,028-16.5% |
| Admin fee / account holder | $8,077 | $5,897+37.0% | $8,446-4.4% | $5,403+49.5% |