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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 | $86,750 | $110,083-21.2% | $151,645-42.8% | $68,490+26.7% |
| Participation rate | 97.4% | 84.0%+13.4pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | 0.41% | -10.12%+10.5pp | 3.34%-2.9pp | -7.85%+8.3pp |
| Employer contribution / active EE | $7,895 | $4,470+76.6% | $6,165+28.1% | $2,597+204.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,790 | $7,718-12.0% | $11,614-41.5% | $5,403+25.7% |