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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 | $64,496 | $42,917+50.3% | $60,899+5.9% | $68,495-5.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.76% | -13.99%+2.2pp | 16.92%-28.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,303 | $1,979+16.4% | $2,702-14.8% | $2,596-11.3% |
| Participant deferral / active EE | $2,303 | $2,867-19.7% | $3,817-39.7% | $4,028-42.8% |
| Admin fee / account holder | $2,730 | $3,102-12.0% | $3,225-15.4% | $5,403-49.5% |