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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 | $64,523 | $56,339+14.5% | $104,301-38.1% | $68,495-5.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -11.69% | -9.19%-2.5pp | 24.61%-36.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,249 | $1,960+65.8% | $3,373-3.7% | $2,596+25.1% |
| Participant deferral / active EE | $3,290 | $3,077+6.9% | $4,626-28.9% | $4,028-18.3% |
| Admin fee / account holder | $8,552 | $4,902+74.5% | $7,340+16.5% | $5,403+58.3% |