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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 | $68,752 | $53,162+29.3% | $91,225-24.6% | $68,495+0.4% |
| Participation rate | 92.3% | 63.2%+29.1pp | 73.2%+19.1pp | 67.9%+24.4pp |
| Annual return | -11.65% | -3.14%-8.5pp | 114.10%-125.7pp | -7.84%-3.8pp |
| Employer contribution / active EE | $929 | $1,709-45.6% | $2,851-67.4% | $2,596-64.2% |
| Participant deferral / active EE | $3,886 | $2,974+30.7% | $4,234-8.2% | $4,028-3.5% |
| Admin fee / account holder | $7,891 | $4,493+75.6% | $5,422+45.5% | $5,403+46.0% |