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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 | $64,514 | $64,729-0.3% | $112,263-42.5% | $68,490-5.8% |
| Participation rate | 92.6% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.8pp |
| Annual return | -13.52% | -11.40%-2.1pp | 27.49%-41.0pp | -7.85%-5.7pp |
| Employer contribution / active EE | $10,997 | $2,746+300.5% | $3,636+202.4% | $2,597+323.5% |
| Participant deferral / active EE | $5,360 | $3,566+50.3% | $4,729+13.3% | $4,028+33.1% |
| Admin fee / account holder | $2,761 | $5,222-47.1% | $6,410-56.9% | $5,403-48.9% |