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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 | $53,129 | $42,917+23.8% | $60,899-12.8% | $68,495-22.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.85% | -13.99%+1.1pp | 16.92%-29.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,643 | $1,979+84.1% | $2,702+34.8% | $2,596+40.3% |
| Participant deferral / active EE | $2,920 | $2,867+1.9% | $3,817-23.5% | $4,028-27.5% |
| Admin fee / account holder | $2,263 | $3,102-27.0% | $3,225-29.8% | $5,403-58.1% |