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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 | $92,138 | $110,083-16.3% | $151,645-39.2% | $68,490+34.5% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -1.07% | -10.12%+9.0pp | 3.34%-4.4pp | -7.85%+6.8pp |
| Employer contribution / active EE | $4,250 | $4,470-4.9% | $6,165-31.1% | $2,597+63.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,205 | $7,718-19.6% | $11,614-46.6% | $5,403+14.8% |