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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 | $70,625 | $73,863-4.4% | $143,797-50.9% | $68,490+3.1% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -13.61% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $6,964 | $3,185+118.7% | $4,952+40.6% | $2,597+168.2% |
| Participant deferral / active EE | $4,581 | $3,385+35.3% | $5,638-18.8% | $4,028+13.7% |
| Admin fee / account holder | $2,532 | $5,756-56.0% | $14,679-82.7% | $5,403-53.1% |