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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 | $29,813 | $64,729-53.9% | $112,263-73.4% | $68,490-56.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.39% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $3,950 | $2,746+43.9% | $3,636+8.6% | $2,597+52.1% |
| Participant deferral / active EE | $5,196 | $3,566+45.7% | $4,729+9.9% | $4,028+29.0% |
| Admin fee / account holder | $384 | $5,222-92.6% | $6,410-94.0% | $5,403-92.9% |