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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 | $33,916 | $64,716-47.6% | $112,258-69.8% | $68,495-50.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.44% | -11.40%-6.0pp | 27.47%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,030 | $2,746+83.2% | $3,636+38.4% | $2,596+93.7% |
| Participant deferral / active EE | $4,650 | $3,565+30.4% | $4,728-1.7% | $4,028+15.5% |
| Admin fee / account holder | $692 | $5,232-86.8% | $6,411-89.2% | $5,403-87.2% |