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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 | $93,318 | $64,706+44.2% | $112,244-16.9% | $68,498+36.2% |
| Participation rate | 97.6% | 67.1%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -19.27% | -11.40%-7.9pp | 27.46%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,881 | $2,746+4.9% | $3,635-20.7% | $2,596+11.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $444 | $5,231-91.5% | $6,411-93.1% | $5,403-91.8% |