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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 | $52,060 | $64,729-19.6% | $112,263-53.6% | $68,490-24.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.61% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $8,664 | $2,746+215.5% | $3,636+138.3% | $2,597+233.7% |
| Participant deferral / active EE | $7,565 | $3,566+112.2% | $4,729+60.0% | $4,028+87.8% |
| Admin fee / account holder | $6,239 | $5,222+19.5% | $6,410-2.7% | $5,403+15.5% |