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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 | $59,352 | $107,809-44.9% | $90,657-34.5% | $135,379-56.2% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -7.19% | -0.90%-6.3pp | 1.89%-9.1pp | 519.79%-527.0pp |
| Employer contribution / active EE | $4,631 | $3,018+53.5% | $2,532+82.9% | $4,779-3.1% |
| Participant deferral / active EE | $8,522 | $3,872+120.1% | $3,424+148.9% | $5,609+51.9% |
| Admin fee / account holder | $1,657 | $5,931-72.1% | $4,994-66.8% | $10,828-84.7% |