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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 | $59,275 | $42,910+38.1% | $60,919-2.7% | $68,490-13.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.59% | -13.99%+0.4pp | 16.96%-30.6pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,390 | $1,978+71.4% | $2,704+25.4% | $2,597+30.6% |
| Participant deferral / active EE | $5,209 | $2,866+81.8% | $3,814+36.5% | $4,028+29.3% |
| Admin fee / account holder | $3,101 | $3,104-0.1% | $3,228-3.9% | $5,403-42.6% |