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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 | $58,034 | $59,813-3.0% | $79,580-27.1% | $68,486-15.3% |
| Participation rate | 98.4% | 61.1%+37.3pp | 69.5%+28.9pp | 67.9%+30.5pp |
| Annual return | -12.13% | -12.30%+0.2pp | 0.15%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,467 | $1,505+196.8% | $2,413+85.1% | $2,597+72.0% |
| Participant deferral / active EE | $4,124 | $3,024+36.4% | $3,985+3.5% | $4,028+2.4% |
| Admin fee / account holder | $2,004 | $4,835-58.6% | $6,835-70.7% | $5,404-62.9% |