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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 | $48,722 | $42,917+13.5% | $60,899-20.0% | $68,495-28.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.56% | -13.99%-2.6pp | 16.92%-33.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,907 | $1,979+198.5% | $2,702+118.6% | $2,596+127.5% |
| Participant deferral / active EE | $4,877 | $2,867+70.1% | $3,817+27.8% | $4,028+21.1% |
| Admin fee / account holder | $5,783 | $3,102+86.4% | $3,225+79.3% | $5,403+7.0% |