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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 | $68,948 | $73,019-5.6% | $90,766-24.0% | $68,490+0.7% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -16.67% | -13.81%-2.9pp | -12.16%-4.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,796 | $2,193+73.1% | $2,922+29.9% | $2,597+46.2% |
| Participant deferral / active EE | $5,747 | $3,626+58.5% | $4,565+25.9% | $4,028+42.7% |
| Admin fee / account holder | $6,405 | $5,897+8.6% | $8,446-24.2% | $5,403+18.5% |