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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 | $65,058 | $64,719+0.5% | $112,249-42.0% | $68,486-5.0% |
| Participation rate | 85.0% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -16.13% | -11.40%-4.7pp | 27.48%-43.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,549 | $2,747-7.2% | $3,636-29.9% | $2,597-1.8% |
| Participant deferral / active EE | $3,443 | $3,565-3.4% | $4,729-27.2% | $4,028-14.5% |
| Admin fee / account holder | $58,406 | $5,232+1016.3% | $6,412+810.8% | $5,404+980.8% |