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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 | $55,475 | $81,870-32.2% | $119,622-53.6% | $68,486-19.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.55% | -23.82%+6.3pp | -14.98%-2.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,818 | $2,692+41.8% | $4,232-9.8% | $2,597+47.0% |
| Participant deferral / active EE | $2,663 | $4,148-35.8% | $5,601-52.5% | $4,028-33.9% |
| Admin fee / account holder | $1,328 | $6,583-79.8% | $10,328-87.1% | $5,404-75.4% |