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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 | $56,726 | $42,917+32.2% | $60,899-6.9% | $68,495-17.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.60% | -13.99%+2.4pp | 16.92%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,419 | $1,979+22.3% | $2,702-10.5% | $2,596-6.8% |
| Participant deferral / active EE | $3,625 | $2,867+26.5% | $3,817-5.0% | $4,028-10.0% |
| Admin fee / account holder | $2,256 | $3,102-27.3% | $3,225-30.0% | $5,403-58.2% |