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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 | $57,602 | $77,816-26.0% | $123,549-53.4% | $64,181-10.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.64% | 12.49%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,781 | $3,014+91.8% | $4,628+24.9% | $2,381+142.8% |
| Participant deferral / active EE | $5,252 | $5,240+0.2% | $6,426-18.3% | $3,470+51.4% |
| Admin fee / account holder | $2,450 | $5,519-55.6% | $9,284-73.6% | $4,887-49.9% |