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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 | $68,532 | $73,009-6.1% | $90,756-24.5% | $68,495+0.1% |
| Participation rate | 93.2% | 70.8%+22.4pp | 75.7%+17.5pp | 67.9%+25.3pp |
| Annual return | 18.15% | -13.81%+32.0pp | -12.16%+30.3pp | -7.84%+26.0pp |
| Employer contribution / active EE | $1,705 | $2,193-22.3% | $2,922-41.7% | $2,596-34.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,882 | $5,896+135.5% | $8,445+64.4% | $5,403+156.9% |