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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 | $61,443 | $42,909+43.2% | $60,906+0.9% | $68,486-10.3% |
| Participation rate | 90.7% | 66.8%+24.0pp | 73.1%+17.6pp | 67.9%+22.8pp |
| Annual return | -6.65% | -13.99%+7.3pp | 16.94%-23.6pp | -7.85%+1.2pp |
| Employer contribution / active EE | $3,448 | $1,979+74.2% | $2,703+27.5% | $2,597+32.8% |
| Participant deferral / active EE | $7,808 | $2,866+172.4% | $3,814+104.7% | $4,028+93.9% |
| Admin fee / account holder | $1,773 | $3,104-42.9% | $3,227-45.1% | $5,404-67.2% |