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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 | $73,326 | $81,870-10.4% | $119,634-38.7% | $68,490+7.1% |
| Participation rate | 73.0% | 71.9%+1.1pp | 79.3%-6.3pp | 67.9%+5.1pp |
| Annual return | -12.68% | -23.82%+11.1pp | -14.98%+2.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,653 | $2,692-38.6% | $4,232-60.9% | $2,597-36.3% |
| Participant deferral / active EE | $3,505 | $4,148-15.5% | $5,601-37.4% | $4,028-13.0% |
| Admin fee / account holder | $8,060 | $6,583+22.4% | $10,329-22.0% | $5,403+49.2% |