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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 | $44,056 | $64,719-31.9% | $112,249-60.8% | $68,486-35.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.38% | -11.40%-2.0pp | 27.48%-40.9pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,384 | $2,747-13.2% | $3,636-34.4% | $2,597-8.2% |
| Participant deferral / active EE | $1,555 | $3,565-56.4% | $4,729-67.1% | $4,028-61.4% |
| Admin fee / account holder | $6,812 | $5,232+30.2% | $6,412+6.2% | $5,404+26.1% |