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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 | $49,653 | $56,484-12.1% | $169,452-70.7% | $64,173-22.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.66% | -1.55%-3.1pp | 1.83%-6.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,354 | $1,832+465.1% | $4,157+149.1% | $2,381+334.9% |
| Participant deferral / active EE | $7,309 | $3,448+112.0% | $5,277+38.5% | $3,470+110.6% |
| Admin fee / account holder | $15,065 | $4,174+260.9% | $9,110+65.4% | $4,887+208.2% |