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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 | $83,472 | $81,870+2.0% | $119,622-30.2% | $68,486+21.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.22% | -23.82%+9.6pp | -14.98%+0.8pp | -7.85%-6.4pp |
| Employer contribution / active EE | $2,981 | $2,692+10.7% | $4,232-29.6% | $2,597+14.8% |
| Participant deferral / active EE | $4,238 | $4,148+2.2% | $5,601-24.3% | $4,028+5.2% |
| Admin fee / account holder | $3,451 | $6,583-47.6% | $10,328-66.6% | $5,404-36.1% |