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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 | $72,213 | $71,873+0.5% | $86,698-16.7% | $68,490+5.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.09% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,240 | $2,173+49.1% | $2,837+14.2% | $2,597+24.8% |
| Participant deferral / active EE | $3,440 | $3,779-9.0% | $4,656-26.1% | $4,028-14.6% |
| Admin fee / account holder | $6,218 | $6,110+1.8% | $7,492-17.0% | $5,403+15.1% |