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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 | $25,710 | $59,819-57.0% | $79,583-67.7% | $68,490-62.5% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | -18.40% | -12.30%-6.1pp | 0.16%-18.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $3,303 | $1,505+119.4% | $2,414+36.8% | $2,597+27.2% |
| Participant deferral / active EE | $7,402 | $3,025+144.7% | $3,986+85.7% | $4,028+83.8% |
| Admin fee / account holder | $1,910 | $4,835-60.5% | $6,835-72.1% | $5,403-64.7% |