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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 | $40,134 | $81,870-51.0% | $119,608-66.4% | $68,495-41.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.61% | -23.82%+5.2pp | -14.98%-3.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,036 | $2,692+49.9% | $4,232-4.6% | $2,596+55.4% |
| Participant deferral / active EE | $2,215 | $4,148-46.6% | $5,601-60.5% | $4,028-45.0% |
| Admin fee / account holder | $3,595 | $6,583-45.4% | $10,326-65.2% | $5,403-33.5% |