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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 | $59,173 | $71,872-17.7% | $86,691-31.7% | $68,495-13.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.33% | 3.53%-18.9pp | 35.94%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,719 | $2,173+25.1% | $2,837-4.1% | $2,596+4.7% |
| Participant deferral / active EE | $5,734 | $3,779+51.7% | $4,656+23.2% | $4,028+42.4% |
| Admin fee / account holder | $3,005 | $6,112-50.8% | $7,492-59.9% | $5,403-44.4% |