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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 | $52,820 | $53,546-1.4% | $69,890-24.4% | $68,490-22.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.30% | -13.87%-3.4pp | 190.84%-208.1pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,377 | $2,019+17.7% | $2,560-7.2% | $2,597-8.5% |
| Participant deferral / active EE | $3,268 | $2,957+10.5% | $3,848-15.1% | $4,028-18.9% |
| Admin fee / account holder | $5,201 | $4,693+10.8% | $6,267-17.0% | $5,403-3.7% |