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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 | $61,807 | $71,873-14.0% | $86,698-28.7% | $68,490-9.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.11% | 3.54%-19.6pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,758 | $2,173+26.9% | $2,837-2.8% | $2,597+6.2% |
| Participant deferral / active EE | $3,485 | $3,779-7.8% | $4,656-25.2% | $4,028-13.5% |
| Admin fee / account holder | $7,409 | $6,110+21.2% | $7,492-1.1% | $5,403+37.1% |