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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 | $80,221 | $48,267+66.2% | $68,808+16.6% | $68,486+17.1% |
| Participation rate | 96.1% | 60.7%+35.4pp | 69.0%+27.1pp | 67.9%+28.2pp |
| Annual return | -13.87% | -12.70%-1.2pp | -6.37%-7.5pp | -7.85%-6.0pp |
| Employer contribution / active EE | $4,905 | $1,829+168.2% | $2,656+84.7% | $2,597+88.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,935 | $4,362-55.7% | $4,936-60.8% | $5,404-64.2% |