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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 | $57,744 | $59,834-3.5% | $79,576-27.4% | $68,495-15.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | 40.31% | -12.30%+52.6pp | 0.15%+40.2pp | -7.84%+48.2pp |
| Employer contribution / active EE | $692 | $1,505-54.0% | $2,413-71.3% | $2,596-73.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $522 | $4,835-89.2% | $6,834-92.4% | $5,403-90.3% |