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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 | $70,990 | $73,009-2.8% | $90,760-21.8% | $68,486+3.7% |
| Participation rate | 94.4% | 70.8%+23.6pp | 75.7%+18.8pp | 67.9%+26.6pp |
| Annual return | -17.61% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,556 | $2,193+153.4% | $2,922+90.2% | $2,597+114.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,938 | $5,896-67.1% | $8,444-77.1% | $5,404-64.1% |