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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 | $68,835 | $69,012-0.3% | $160,009-57.0% | $68,486+0.5% |
| Participation rate | 96.6% | 65.4%+31.2pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -14.73% | -9.65%-5.1pp | 408.85%-423.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,476 | $2,212+11.9% | $4,225-41.4% | $2,597-4.7% |
| Participant deferral / active EE | $5,641 | $4,212+33.9% | $6,183-8.8% | $4,028+40.1% |
| Admin fee / account holder | $1,461 | $4,798-69.6% | $8,715-83.2% | $5,404-73.0% |