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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 | $55,732 | $42,909+29.9% | $60,906-8.5% | $68,486-18.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.06% | -13.99%+3.9pp | 16.94%-27.0pp | -7.85%-2.2pp |
| Employer contribution / active EE | $2,909 | $1,979+47.0% | $2,703+7.6% | $2,597+12.0% |
| Participant deferral / active EE | $2,902 | $2,866+1.2% | $3,814-23.9% | $4,028-28.0% |
| Admin fee / account holder | $4,757 | $3,104+53.3% | $3,227+47.4% | $5,404-12.0% |