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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 | $70,443 | $56,339+25.0% | $104,301-32.5% | $68,486+2.9% |
| Participation rate | 97.7% | 63.3%+34.4pp | 73.3%+24.4pp | 67.9%+29.8pp |
| Annual return | -12.17% | -9.19%-3.0pp | 24.61%-36.8pp | -7.85%-4.3pp |
| Employer contribution / active EE | $5,886 | $1,960+200.3% | $3,373+74.5% | $2,597+126.7% |
| Participant deferral / active EE | $4,257 | $3,077+38.4% | $4,626-8.0% | $4,028+5.7% |
| Admin fee / account holder | $2,206 | $4,902-55.0% | $7,340-70.0% | $5,404-59.2% |