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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 | $55,234 | $64,719-14.7% | $112,249-50.8% | $68,486-19.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.84% | -11.40%-6.4pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $5,062 | $2,747+84.3% | $3,636+39.2% | $2,597+94.9% |
| Participant deferral / active EE | $6,092 | $3,565+70.9% | $4,729+28.8% | $4,028+51.2% |
| Admin fee / account holder | $3,942 | $5,232-24.7% | $6,412-38.5% | $5,404-27.1% |