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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 | $68,604 | $64,729+6.0% | $112,263-38.9% | $68,490+0.2% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -16.55% | -11.40%-5.2pp | 27.49%-44.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $735 | $2,746-73.2% | $3,636-79.8% | $2,597-71.7% |
| Participant deferral / active EE | $8,927 | $3,566+150.4% | $4,729+88.8% | $4,028+121.6% |
| Admin fee / account holder | $2,030 | $5,222-61.1% | $6,410-68.3% | $5,403-62.4% |