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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 | $131,651 | $73,019+80.3% | $90,766+45.0% | $68,490+92.2% |
| Participation rate | 73.0% | 70.8%+2.1pp | 75.7%-2.7pp | 67.9%+5.1pp |
| Annual return | -14.35% | -13.81%-0.5pp | -12.16%-2.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,823 | $3,626+5.4% | $4,565-16.2% | $4,028-5.1% |
| Admin fee / account holder | $2,060 | $5,897-65.1% | $8,446-75.6% | $5,403-61.9% |