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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 | $59,824 | $42,910+39.4% | $60,919-1.8% | $68,490-12.7% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -8.62% | -13.99%+5.4pp | 16.96%-25.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $7,374 | $1,978+272.7% | $2,704+172.7% | $2,597+184.0% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,900 | $3,104+25.6% | $3,228+20.8% | $5,403-27.8% |