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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 | $68,241 | $73,839-7.6% | $143,788-52.5% | $68,495-0.4% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.32% | 1.01%-17.3pp | -0.03%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,887 | $3,184-40.8% | $4,952-61.9% | $2,596-27.3% |
| Participant deferral / active EE | $3,011 | $3,384-11.0% | $5,638-46.6% | $4,028-25.2% |
| Admin fee / account holder | $5,198 | $5,755-9.7% | $14,675-64.6% | $5,403-3.8% |