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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 | $77,369 | $62,583+23.6% | $76,767+0.8% | $64,173+20.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 77.0%-6.6pp | 69.6%+0.8pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,102 | $3,145+30.4% | $3,852+6.5% | $3,470+18.2% |
| Admin fee / account holder | $1,526 | $4,667-67.3% | $6,675-77.1% | $4,887-68.8% |