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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 | $59,190 | $77,816-23.9% | $123,552-52.1% | $64,173-7.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.65% | 12.49%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,350 | $3,014-55.2% | $4,628-70.8% | $2,381-43.3% |
| Participant deferral / active EE | $4,221 | $5,240-19.5% | $6,426-34.3% | $3,470+21.6% |
| Admin fee / account holder | $3,906 | $5,519-29.2% | $9,285-57.9% | $4,887-20.1% |