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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 | $51,741 | $42,910+20.6% | $60,919-15.1% | $68,490-24.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.12% | -13.99%+0.9pp | 16.96%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $1,359 | $1,978-31.3% | $2,704-49.7% | $2,597-47.7% |
| Participant deferral / active EE | $1,911 | $2,866-33.3% | $3,814-49.9% | $4,028-52.6% |
| Admin fee / account holder | $1,363 | $3,104-56.1% | $3,228-57.8% | $5,403-74.8% |