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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 | $60,907 | $64,719-5.9% | $112,249-45.7% | $68,486-11.1% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -14.10% | -11.40%-2.7pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,177 | $2,747-57.1% | $3,636-67.6% | $2,597-54.7% |
| Participant deferral / active EE | $3,246 | $3,565-8.9% | $4,729-31.4% | $4,028-19.4% |
| Admin fee / account holder | $1,784 | $5,232-65.9% | $6,412-72.2% | $5,404-67.0% |