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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 | $80,839 | $71,873+12.5% | $86,698-6.8% | $68,490+18.0% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -6.71% | 3.54%-10.2pp | 35.96%-42.7pp | -7.85%+1.1pp |
| Employer contribution / active EE | $8,000 | $2,173+268.1% | $2,837+182.0% | $2,597+208.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,087 | $6,110-82.2% | $7,492-85.5% | $5,403-79.9% |