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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 | $37,282 | $71,873-48.1% | $86,698-57.0% | $68,490-45.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.06% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $5,680 | $2,173+161.3% | $2,837+100.2% | $2,597+118.7% |
| Participant deferral / active EE | $2,089 | $3,779-44.7% | $4,656-55.1% | $4,028-48.1% |
| Admin fee / account holder | $533 | $6,110-91.3% | $7,492-92.9% | $5,403-90.1% |