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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 | $63,387 | $48,235+31.4% | $68,803-7.9% | $68,490-7.5% |
| Participation rate | 74.7% | 60.7%+14.0pp | 69.0%+5.7pp | 67.9%+6.8pp |
| Annual return | -13.20% | -12.70%-0.5pp | -6.37%-6.8pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,750 | $2,867+30.8% | $3,942-4.9% | $4,028-6.9% |
| Admin fee / account holder | $3,044 | $4,361-30.2% | $4,936-38.3% | $5,403-43.7% |