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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 | $58,480 | $73,863-20.8% | $143,797-59.3% | $68,490-14.6% |
| Participation rate | 81.6% | 66.7%+14.9pp | 80.3%+1.3pp | 67.9%+13.7pp |
| Annual return | -15.93% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,668 | $3,185-16.2% | $4,952-46.1% | $2,597+2.8% |
| Participant deferral / active EE | $2,743 | $3,385-19.0% | $5,638-51.4% | $4,028-31.9% |
| Admin fee / account holder | $2,936 | $5,756-49.0% | $14,679-80.0% | $5,403-45.7% |