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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 | $67,924 | $71,873-5.5% | $86,698-21.7% | $68,490-0.8% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -17.23% | 3.54%-20.8pp | 35.96%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $893 | $2,173-58.9% | $2,837-68.5% | $2,597-65.6% |
| Participant deferral / active EE | $2,410 | $3,779-36.2% | $4,656-48.2% | $4,028-40.2% |
| Admin fee / account holder | $5,070 | $6,110-17.0% | $7,492-32.3% | $5,403-6.2% |