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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 | $66,317 | $72,404-8.4% | $110,243-39.8% | $64,173+3.3% |
| Participation rate | 98.1% | 73.3%+24.7pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | -6.69% | -6.29%-0.4pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,686 | $2,282+61.5% | $3,827-3.7% | $2,381+54.8% |
| Participant deferral / active EE | $1,803 | $3,469-48.0% | $4,672-61.4% | $3,470-48.0% |
| Admin fee / account holder | $2,628 | $5,664-53.6% | $8,548-69.3% | $4,887-46.2% |