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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 | $62,940 | $110,083-42.8% | $151,639-58.5% | $68,486-8.1% |
| Participation rate | 95.9% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -10.86% | -10.12%-0.7pp | 3.34%-14.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,336 | $4,470-47.7% | $6,165-62.1% | $2,597-10.0% |
| Participant deferral / active EE | $6,438 | $6,526-1.4% | $8,363-23.0% | $4,028+59.9% |
| Admin fee / account holder | $637 | $7,718-91.7% | $11,613-94.5% | $5,404-88.2% |