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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 | $65,136 | $71,873-9.4% | $86,698-24.9% | $68,490-4.9% |
| Participation rate | 94.7% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -13.31% | 3.54%-16.8pp | 35.96%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,203 | $2,173-44.6% | $2,837-57.6% | $2,597-53.7% |
| Participant deferral / active EE | $3,576 | $3,779-5.4% | $4,656-23.2% | $4,028-11.2% |
| Admin fee / account holder | $9,208 | $6,110+50.7% | $7,492+22.9% | $5,403+70.4% |