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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 | $64,066 | $71,878-10.9% | $86,698-26.1% | $68,486-6.5% |
| Participation rate | 98.6% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -16.45% | 3.53%-20.0pp | 35.95%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,889 | $2,173+78.9% | $2,837+37.1% | $2,597+49.8% |
| Participant deferral / active EE | $8,304 | $3,779+119.8% | $4,656+78.4% | $4,028+106.2% |
| Admin fee / account holder | $10,064 | $6,113+64.6% | $7,493+34.3% | $5,404+86.2% |