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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 | $40,765 | $64,719-37.0% | $112,249-63.7% | $68,486-40.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.86% | -11.40%-6.5pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $10,108 | $2,747+268.0% | $3,636+178.0% | $2,597+289.3% |
| Participant deferral / active EE | $1,636 | $3,565-54.1% | $4,729-65.4% | $4,028-59.4% |
| Admin fee / account holder | $5,411 | $5,232+3.4% | $6,412-15.6% | $5,404+0.1% |