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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 | $70,407 | $73,019-3.6% | $90,766-22.4% | $68,490+2.8% |
| Participation rate | 81.0% | 70.8%+10.1pp | 75.7%+5.3pp | 67.9%+13.1pp |
| Annual return | -14.67% | -13.81%-0.9pp | -12.16%-2.5pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,840 | $2,193-16.1% | $2,922-37.0% | $2,597-29.2% |
| Participant deferral / active EE | $3,093 | $3,626-14.7% | $4,565-32.2% | $4,028-23.2% |
| Admin fee / account holder | $12,828 | $5,897+117.6% | $8,446+51.9% | $5,403+137.4% |