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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 | $71,019 | $73,863-3.9% | $143,797-50.6% | $68,490+3.7% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -17.41% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,767 | $3,185+18.3% | $4,952-23.9% | $2,597+45.1% |
| Participant deferral / active EE | $6,073 | $3,385+79.4% | $5,638+7.7% | $4,028+50.8% |
| Admin fee / account holder | $7,437 | $5,756+29.2% | $14,679-49.3% | $5,403+37.7% |