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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 | $58,643 | $71,878-18.4% | $86,698-32.4% | $68,486-14.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.43% | 3.53%-16.0pp | 35.95%-48.4pp | -7.85%-4.6pp |
| Employer contribution / active EE | $2,432 | $2,173+11.9% | $2,837-14.3% | $2,597-6.4% |
| Participant deferral / active EE | $3,565 | $3,779-5.7% | $4,656-23.4% | $4,028-11.5% |
| Admin fee / account holder | $6,613 | $6,113+8.2% | $7,493-11.7% | $5,404+22.4% |