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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 | $60,459 | $59,819+1.1% | $79,583-24.0% | $68,490-11.7% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.5%+28.5pp | 67.9%+30.1pp |
| Annual return | -13.34% | -12.30%-1.0pp | 0.16%-13.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $7,968 | $1,505+429.3% | $2,414+230.1% | $2,597+206.8% |
| Participant deferral / active EE | $3,691 | $3,025+22.0% | $3,986-7.4% | $4,028-8.4% |
| Admin fee / account holder | $2,952 | $4,835-38.9% | $6,835-56.8% | $5,403-45.4% |