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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 | $56,634 | $71,872-21.2% | $86,691-34.7% | $68,495-17.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.24% | 3.53%-14.8pp | 35.94%-47.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,700 | $2,173+24.3% | $2,837-4.8% | $2,596+4.0% |
| Participant deferral / active EE | $6,213 | $3,779+64.4% | $4,656+33.4% | $4,028+54.3% |
| Admin fee / account holder | $9,518 | $6,112+55.7% | $7,492+27.0% | $5,403+76.1% |