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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 | $55,982 | $48,235+16.1% | $68,803-18.6% | $68,490-18.3% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.72% | -12.70%-2.0pp | -6.37%-8.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,704 | $1,829+102.5% | $2,656+39.5% | $2,597+42.6% |
| Participant deferral / active EE | $3,028 | $2,867+5.6% | $3,942-23.2% | $4,028-24.8% |
| Admin fee / account holder | $14,901 | $4,361+241.7% | $4,936+201.9% | $5,403+175.8% |