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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 | $52,499 | $42,917+22.3% | $60,899-13.8% | $68,495-23.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -2.97% | -13.99%+11.0pp | 16.92%-19.9pp | -7.84%+4.9pp |
| Employer contribution / active EE | $2,084 | $1,979+5.3% | $2,702-22.9% | $2,596-19.7% |
| Participant deferral / active EE | $3,730 | $2,867+30.1% | $3,817-2.3% | $4,028-7.4% |
| Admin fee / account holder | $14,938 | $3,102+381.5% | $3,225+363.2% | $5,403+176.5% |