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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 | $74,412 | $71,873+3.5% | $86,698-14.2% | $68,490+8.6% |
| Participation rate | 93.1% | 72.2%+20.9pp | 76.6%+16.5pp | 67.9%+25.2pp |
| Annual return | -12.13% | 3.54%-15.7pp | 35.96%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,379 | $2,173-36.5% | $2,837-51.4% | $2,597-46.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $53,202 | $6,110+770.7% | $7,492+610.1% | $5,403+884.7% |