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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 | $59,104 | $90,590-34.8% | $90,782-34.9% | $135,380-56.3% |
| Participation rate | 94.7% | 83.7%+11.0pp | 82.7%+12.1pp | 82.6%+12.1pp |
| Annual return | -5.24% | -3.40%-1.8pp | -3.42%-1.8pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,611 | $4,352+5.9% | $4,105+12.3% | $4,779-3.5% |
| Participant deferral / active EE | $12,086 | $5,407+123.5% | $5,366+125.2% | $5,609+115.5% |
| Admin fee / account holder | $6,025 | $7,683-21.6% | $5,908+2.0% | $10,828-44.4% |