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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 | $43,448 | $64,729-32.9% | $112,263-61.3% | $68,490-36.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.16% | -11.40%-3.8pp | 27.49%-42.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $4,639 | $2,746+69.0% | $3,636+27.6% | $2,597+78.7% |
| Participant deferral / active EE | $9,472 | $3,566+165.7% | $4,729+100.3% | $4,028+135.2% |
| Admin fee / account holder | $564 | $5,222-89.2% | $6,410-91.2% | $5,403-89.6% |