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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 | $38,244 | $42,917-10.9% | $60,899-37.2% | $68,495-44.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.17% | -13.99%+2.8pp | 16.92%-28.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,819 | $1,979+42.5% | $2,702+4.3% | $2,596+8.6% |
| Participant deferral / active EE | $5,327 | $2,867+85.8% | $3,817+39.5% | $4,028+32.3% |
| Admin fee / account holder | $3,442 | $3,102+10.9% | $3,225+6.7% | $5,403-36.3% |