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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 | $61,761 | $73,019-15.4% | $90,766-32.0% | $68,490-9.8% |
| Participation rate | 97.8% | 70.8%+27.0pp | 75.7%+22.1pp | 67.9%+29.9pp |
| Annual return | -14.96% | -13.81%-1.1pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,295 | $2,193+50.3% | $2,922+12.8% | $2,597+26.9% |
| Participant deferral / active EE | $4,845 | $3,626+33.6% | $4,565+6.1% | $4,028+20.3% |
| Admin fee / account holder | $4,903 | $5,897-16.9% | $8,446-41.9% | $5,403-9.3% |