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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 | $70,307 | $81,870-14.1% | $119,634-41.2% | $68,490+2.7% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+18.9pp | 67.9%+30.3pp |
| Annual return | -15.64% | -23.82%+8.2pp | -14.98%-0.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $4,747 | $2,692+76.4% | $4,232+12.2% | $2,597+82.8% |
| Participant deferral / active EE | $4,564 | $4,148+10.0% | $5,601-18.5% | $4,028+13.3% |
| Admin fee / account holder | $6,637 | $6,583+0.8% | $10,329-35.7% | $5,403+22.9% |