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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 | $77,164 | $42,910+79.8% | $60,919+26.7% | $68,490+12.7% |
| Participation rate | 94.6% | 66.8%+27.8pp | 73.1%+21.5pp | 67.9%+26.7pp |
| Annual return | -7.08% | -13.99%+6.9pp | 16.96%-24.0pp | -7.85%+0.8pp |
| Employer contribution / active EE | $2,014 | $1,978+1.8% | $2,704-25.5% | $2,597-22.4% |
| Participant deferral / active EE | $4,218 | $2,866+47.2% | $3,814+10.6% | $4,028+4.7% |
| Admin fee / account holder | $420 | $3,104-86.5% | $3,228-87.0% | $5,403-92.2% |