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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 | $63,912 | $42,917+48.9% | $60,899+4.9% | $68,495-6.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.76% | -13.99%+0.2pp | 16.92%-30.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,182 | $1,979+10.3% | $2,702-19.3% | $2,596-16.0% |
| Participant deferral / active EE | $5,271 | $2,867+83.9% | $3,817+38.1% | $4,028+30.9% |
| Admin fee / account holder | $841 | $3,102-72.9% | $3,225-73.9% | $5,403-84.4% |