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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 | $67,637 | $73,863-8.4% | $143,797-53.0% | $68,490-1.2% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -12.85% | 0.91%-13.8pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $8,691 | $3,185+172.9% | $4,952+75.5% | $2,597+234.7% |
| Participant deferral / active EE | $4,072 | $3,385+20.3% | $5,638-27.8% | $4,028+1.1% |
| Admin fee / account holder | $4,508 | $5,756-21.7% | $14,679-69.3% | $5,403-16.6% |