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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 | $66,071 | $64,716+2.1% | $112,258-41.1% | $68,495-3.5% |
| Participation rate | 98.0% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.1pp |
| Annual return | -16.74% | -11.40%-5.3pp | 27.47%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,320 | $2,746-15.5% | $3,636-36.2% | $2,596-10.6% |
| Participant deferral / active EE | $6,098 | $3,565+71.1% | $4,728+29.0% | $4,028+51.4% |
| Admin fee / account holder | $7,675 | $5,232+46.7% | $6,411+19.7% | $5,403+42.0% |