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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 | $56,726 | $71,872-21.1% | $86,691-34.6% | $68,495-17.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.76% | 3.53%-16.3pp | 35.94%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,496 | $2,173+152.9% | $2,837+93.7% | $2,596+111.7% |
| Participant deferral / active EE | $5,403 | $3,779+43.0% | $4,656+16.1% | $4,028+34.2% |
| Admin fee / account holder | $775 | $6,112-87.3% | $7,492-89.6% | $5,403-85.6% |