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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 | $66,986 | $73,863-9.3% | $143,797-53.4% | $68,490-2.2% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -18.90% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,899 | $3,185+22.4% | $4,952-21.3% | $2,597+50.1% |
| Participant deferral / active EE | $4,410 | $3,385+30.3% | $5,638-21.8% | $4,028+9.5% |
| Admin fee / account holder | $1,761 | $5,756-69.4% | $14,679-88.0% | $5,403-67.4% |