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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 | $68,897 | $42,383+62.6% | $76,518-10.0% | $64,173+7.4% |
| Participation rate | 98.1% | 58.1%+40.0pp | 68.0%+30.1pp | 69.6%+28.5pp |
| Annual return | -8.24% | -16.54%+8.3pp | -0.27%-8.0pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,233 | $1,563+42.8% | $2,647-15.7% | $2,381-6.2% |
| Participant deferral / active EE | $3,891 | $2,566+51.6% | $3,836+1.4% | $3,470+12.1% |
| Admin fee / account holder | $1,962 | $3,198-38.6% | $4,849-59.5% | $4,887-59.9% |