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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 | $28,416 | $64,719-56.1% | $112,249-74.7% | $68,486-58.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,807 | $2,747+38.6% | $3,636+4.7% | $2,597+46.6% |
| Participant deferral / active EE | $5,480 | $3,565+53.7% | $4,729+15.9% | $4,028+36.1% |
| Admin fee / account holder | $646 | $5,232-87.6% | $6,412-89.9% | $5,404-88.0% |