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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 | $68,711 | $59,819+14.9% | $79,583-13.7% | $68,490+0.3% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.5%+18.4pp | 67.9%+20.0pp |
| Annual return | -18.13% | -12.30%-5.8pp | 0.16%-18.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,580 | $1,505+137.8% | $2,414+48.3% | $2,597+37.9% |
| Participant deferral / active EE | $6,270 | $3,025+107.3% | $3,986+57.3% | $4,028+55.7% |
| Admin fee / account holder | $1,998 | $4,835-58.7% | $6,835-70.8% | $5,403-63.0% |