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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 | $63,776 | $73,863-13.7% | $143,797-55.6% | $68,490-6.9% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -14.05% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $3,630 | $3,185+14.0% | $4,952-26.7% | $2,597+39.8% |
| Participant deferral / active EE | $2,629 | $3,385-22.3% | $5,638-53.4% | $4,028-34.7% |
| Admin fee / account holder | $785 | $5,756-86.4% | $14,679-94.7% | $5,403-85.5% |