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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 | $63,228 | $48,235+31.1% | $68,803-8.1% | $68,490-7.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.65% | -12.70%-2.0pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,305 | $1,829+80.7% | $2,656+24.5% | $2,597+27.3% |
| Participant deferral / active EE | $3,471 | $2,867+21.1% | $3,942-11.9% | $4,028-13.8% |
| Admin fee / account holder | $5,327 | $4,361+22.1% | $4,936+7.9% | $5,403-1.4% |