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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 | $57,963 | $71,873-19.4% | $86,698-33.1% | $68,490-15.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.02% | 3.54%-16.6pp | 35.96%-49.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $3,202 | $2,173+47.3% | $2,837+12.9% | $2,597+23.3% |
| Participant deferral / active EE | $6,733 | $3,779+78.2% | $4,656+44.6% | $4,028+67.2% |
| Admin fee / account holder | $3,783 | $6,110-38.1% | $7,492-49.5% | $5,403-30.0% |