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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 | $59,795 | $42,917+39.3% | $60,899-1.8% | $68,495-12.7% |
| Participation rate | 96.4% | 66.8%+29.6pp | 73.1%+23.3pp | 67.9%+28.5pp |
| Annual return | -9.88% | -13.99%+4.1pp | 16.92%-26.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,543 | $1,979+28.5% | $2,702-5.9% | $2,596-2.1% |
| Participant deferral / active EE | $3,818 | $2,867+33.2% | $3,8170% | $4,028-5.2% |
| Admin fee / account holder | $376 | $3,102-87.9% | $3,225-88.3% | $5,403-93.0% |