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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 | $56,548 | $42,909+31.8% | $60,906-7.2% | $68,486-17.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.91% | -13.99%-0.9pp | 16.94%-31.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,033 | $1,979+53.3% | $2,703+12.2% | $2,597+16.8% |
| Participant deferral / active EE | $2,256 | $2,866-21.3% | $3,814-40.8% | $4,028-44.0% |
| Admin fee / account holder | $638 | $3,104-79.4% | $3,227-80.2% | $5,404-88.2% |