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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 | $87,944 | $81,870+7.4% | $119,622-26.5% | $68,486+28.4% |
| Participation rate | 96.5% | 71.9%+24.6pp | 79.3%+17.2pp | 67.9%+28.6pp |
| Annual return | -7.37% | -23.82%+16.4pp | -14.98%+7.6pp | -7.85%+0.5pp |
| Employer contribution / active EE | $4,710 | $2,692+75.0% | $4,232+11.3% | $2,597+81.4% |
| Participant deferral / active EE | $6,284 | $4,148+51.5% | $5,601+12.2% | $4,028+56.0% |
| Admin fee / account holder | $2,298 | $6,583-65.1% | $10,328-77.7% | $5,404-57.5% |