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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 | $58,050 | $64,716-10.3% | $112,258-48.3% | $68,495-15.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.76% | -11.40%+3.6pp | 27.47%-35.2pp | -7.84%+0.1pp |
| Employer contribution / active EE | $10,347 | $2,746+276.7% | $3,636+184.6% | $2,596+298.5% |
| Participant deferral / active EE | $1,826 | $3,565-48.8% | $4,728-61.4% | $4,028-54.7% |
| Admin fee / account holder | $4,997 | $5,232-4.5% | $6,411-22.1% | $5,403-7.5% |