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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 | $70,534 | $73,009-3.4% | $90,756-22.3% | $68,495+3.0% |
| Participation rate | 75.9% | 70.8%+5.0pp | 75.7%+0.2pp | 67.9%+8.0pp |
| Annual return | -14.99% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,098 | $2,193-4.3% | $2,922-28.2% | $2,596-19.2% |
| Participant deferral / active EE | $3,632 | $3,626+0.2% | $4,565-20.4% | $4,028-9.8% |
| Admin fee / account holder | $1,203 | $5,896-79.6% | $8,445-85.8% | $5,403-77.7% |