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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 | $64,275 | $64,311-0.1% | $57,356+12.1% | $125,389-48.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | -2.09% | 25.14%-27.2pp | 24.41%-26.5pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,983 | $3,846+29.6% | $3,162+57.6% | $5,352-6.9% |
| Admin fee / account holder | $649 | $5,243-87.6% | $3,357-80.7% | $9,541-93.2% |