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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 | $31,728 | $77,817-59.2% | $123,553-74.3% | $64,173-50.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.04% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,719 | $3,014-9.8% | $4,628-41.3% | $2,381+14.2% |
| Participant deferral / active EE | $5,487 | $5,240+4.7% | $6,426-14.6% | $3,470+58.1% |
| Admin fee / account holder | $745 | $5,519-86.5% | $9,284-92.0% | $4,887-84.8% |