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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 | $60,411 | $81,870-26.2% | $119,634-49.5% | $68,490-11.8% |
| Participation rate | 70.7% | 71.9%-1.2pp | 79.3%-8.6pp | 67.9%+2.8pp |
| Annual return | -13.10% | -23.82%+10.7pp | -14.98%+1.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,664 | $2,692-1.0% | $4,232-37.1% | $2,597+2.6% |
| Participant deferral / active EE | $5,857 | $4,148+41.2% | $5,601+4.6% | $4,028+45.4% |
| Admin fee / account holder | $42,419 | $6,583+544.4% | $10,329+310.7% | $5,403+685.1% |