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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 | $67,155 | $73,848-9.1% | $143,799-53.3% | $68,486-1.9% |
| Participation rate | 82.4% | 66.7%+15.7pp | 80.3%+2.0pp | 67.9%+14.5pp |
| Annual return | -12.90% | 0.91%-13.8pp | -0.04%-12.9pp | -7.85%-5.0pp |
| Employer contribution / active EE | $893 | $3,184-72.0% | $4,952-82.0% | $2,597-65.6% |
| Participant deferral / active EE | $2,210 | $3,385-34.7% | $5,638-60.8% | $4,028-45.1% |
| Admin fee / account holder | $7,690 | $5,755+33.6% | $14,677-47.6% | $5,404+42.3% |