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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 | $62,277 | $71,878-13.4% | $86,698-28.2% | $68,486-9.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.96% | 3.53%-19.5pp | 35.95%-51.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $5,290 | $2,173+143.4% | $2,837+86.5% | $2,597+103.7% |
| Participant deferral / active EE | $3,677 | $3,779-2.7% | $4,656-21.0% | $4,028-8.7% |
| Admin fee / account holder | $4,766 | $6,113-22.0% | $7,493-36.4% | $5,404-11.8% |