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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 | $64,212 | $71,873-10.7% | $86,698-25.9% | $68,490-6.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.90% | 3.54%-20.4pp | 35.96%-52.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $3,057 | $2,173+40.7% | $2,837+7.8% | $2,597+17.7% |
| Participant deferral / active EE | $3,618 | $3,779-4.3% | $4,656-22.3% | $4,028-10.2% |
| Admin fee / account holder | $21,666 | $6,110+254.6% | $7,492+189.2% | $5,403+301.0% |