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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 | $120,310 | $110,083+9.3% | $151,645-20.7% | $68,490+75.7% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -2.69% | -10.12%+7.4pp | 3.34%-6.0pp | -7.85%+5.2pp |
| Employer contribution / active EE | $2,293 | $4,470-48.7% | $6,165-62.8% | $2,597-11.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,155 | $7,718+5.7% | $11,614-29.8% | $5,403+50.9% |