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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 | $50,705 | $48,235+5.1% | $68,803-26.3% | $68,490-26.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.91% | -12.70%-2.2pp | -6.37%-8.5pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,689 | $1,829+47.1% | $2,656+1.3% | $2,597+3.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,991 | $4,361+83.2% | $4,936+61.9% | $5,403+47.9% |