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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 | $51,414 | $71,878-28.5% | $86,698-40.7% | $68,486-24.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.96% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,027 | $2,173+177.3% | $2,837+112.5% | $2,597+132.1% |
| Participant deferral / active EE | $2,770 | $3,779-26.7% | $4,656-40.5% | $4,028-31.2% |
| Admin fee / account holder | $1,863 | $6,113-69.5% | $7,493-75.1% | $5,404-65.5% |