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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 | $71,808 | $81,870-12.3% | $119,634-40.0% | $68,490+4.8% |
| Participation rate | 98.4% | 71.9%+26.5pp | 79.3%+19.1pp | 67.9%+30.5pp |
| Annual return | -14.88% | -23.82%+8.9pp | -14.98%+0.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $4,431 | $2,692+64.6% | $4,232+4.7% | $2,597+70.6% |
| Participant deferral / active EE | $3,318 | $4,148-20.0% | $5,601-40.8% | $4,028-17.6% |
| Admin fee / account holder | $786 | $6,583-88.1% | $10,329-92.4% | $5,403-85.5% |