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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 | $82,349 | $71,873+14.6% | $86,698-5.0% | $68,490+20.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.45% | 3.54%-11.0pp | 35.96%-43.4pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,347 | $2,173-38.0% | $2,837-52.5% | $2,597-48.1% |
| Participant deferral / active EE | $3,135 | $3,779-17.0% | $4,656-32.7% | $4,028-22.2% |
| Admin fee / account holder | $1,583 | $6,110-74.1% | $7,492-78.9% | $5,403-70.7% |