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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 | $77,208 | $58,587+31.8% | $83,322-7.3% | $64,173+20.3% |
| Participation rate | 72.4% | 72.0%+0.4pp | 77.8%-5.3pp | 69.6%+2.8pp |
| Annual return | -7.06% | 9.65%-16.7pp | 10.64%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,332 | $2,098-36.5% | $3,379-60.6% | $2,381-44.1% |
| Participant deferral / active EE | $2,387 | $4,654-48.7% | $5,565-57.1% | $3,470-31.2% |
| Admin fee / account holder | $2,086 | $9,279-77.5% | $7,540-72.3% | $4,887-57.3% |