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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 | $53,769 | $77,816-30.9% | $123,549-56.5% | $64,181-16.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.83% | 12.49%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,252 | $3,014+7.9% | $4,628-29.7% | $2,381+36.6% |
| Participant deferral / active EE | $4,704 | $5,240-10.2% | $6,426-26.8% | $3,470+35.6% |
| Admin fee / account holder | $1,998 | $5,519-63.8% | $9,284-78.5% | $4,887-59.1% |