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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 | $47,602 | $71,873-33.8% | $86,698-45.1% | $68,490-30.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.26% | 3.54%-21.8pp | 35.96%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,671 | $2,173+22.9% | $2,837-5.8% | $2,597+2.9% |
| Participant deferral / active EE | $7,063 | $3,779+86.9% | $4,656+51.7% | $4,028+75.4% |
| Admin fee / account holder | $1,119 | $6,110-81.7% | $7,492-85.1% | $5,403-79.3% |