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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 | $67,880 | $71,878-5.6% | $86,698-21.7% | $68,486-0.9% |
| Participation rate | 86.2% | 72.2%+14.0pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -17.68% | 3.53%-21.2pp | 35.95%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,909 | $2,173+79.8% | $2,837+37.8% | $2,597+50.5% |
| Participant deferral / active EE | $3,647 | $3,779-3.5% | $4,656-21.7% | $4,028-9.4% |
| Admin fee / account holder | $980 | $6,113-84.0% | $7,493-86.9% | $5,404-81.9% |