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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 | $51,965 | $71,878-27.7% | $86,698-40.1% | $68,486-24.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.19% | 3.53%-13.7pp | 35.95%-46.1pp | -7.85%-2.3pp |
| Employer contribution / active EE | $2,778 | $2,173+27.8% | $2,837-2.1% | $2,597+7.0% |
| Participant deferral / active EE | $2,845 | $3,779-24.7% | $4,656-38.9% | $4,028-29.4% |
| Admin fee / account holder | $1,921 | $6,113-68.6% | $7,493-74.4% | $5,404-64.5% |