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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 | $76,285 | $81,870-6.8% | $119,634-36.2% | $68,490+11.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.98%-1.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,879 | $2,692+6.9% | $4,232-32.0% | $2,597+10.9% |
| Participant deferral / active EE | $5,554 | $4,148+33.9% | $5,601-0.8% | $4,028+37.9% |
| Admin fee / account holder | $356 | $6,583-94.6% | $10,329-96.6% | $5,403-93.4% |