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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 | $55,344 | $71,878-23.0% | $86,698-36.2% | $68,486-19.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.69% | 3.53%-18.2pp | 35.95%-50.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,485 | $2,173+14.3% | $2,837-12.4% | $2,597-4.3% |
| Participant deferral / active EE | $2,464 | $3,779-34.8% | $4,656-47.1% | $4,028-38.8% |
| Admin fee / account holder | $5,156 | $6,113-15.6% | $7,493-31.2% | $5,404-4.6% |