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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 | $74,956 | $73,009+2.7% | $90,760-17.4% | $68,486+9.4% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -18.64% | -13.81%-4.8pp | -12.16%-6.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,020 | $2,193-53.5% | $2,922-65.1% | $2,597-60.7% |
| Participant deferral / active EE | $2,791 | $3,626-23.0% | $4,565-38.9% | $4,028-30.7% |
| Admin fee / account holder | $1,012 | $5,896-82.8% | $8,444-88.0% | $5,404-81.3% |