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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 | $60,439 | $73,848-18.2% | $143,799-58.0% | $68,486-11.7% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -19.24% | 0.91%-20.1pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,389 | $3,184-25.0% | $4,952-51.8% | $2,597-8.0% |
| Participant deferral / active EE | $4,509 | $3,385+33.2% | $5,638-20.0% | $4,028+12.0% |
| Admin fee / account holder | $2,003 | $5,755-65.2% | $14,677-86.4% | $5,404-62.9% |