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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 | $73,551 | $76,912-4.4% | $129,118-43.0% | $68,490+7.4% |
| Participation rate | 97.1% | 69.1%+27.9pp | 77.2%+19.8pp | 67.9%+29.2pp |
| Annual return | -12.18% | -9.78%-2.4pp | -10.94%-1.2pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,412 | $3,243+36.1% | $5,051-12.7% | $2,597+69.9% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,420 | $6,638-33.4% | $14,305-69.1% | $5,403-18.2% |