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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 | $34,874 | $64,729-46.1% | $112,263-68.9% | $68,490-49.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.97% | -11.40%-7.6pp | 27.49%-46.5pp | -7.85%-11.1pp |
| Employer contribution / active EE | $3,617 | $2,746+31.7% | $3,636-0.5% | $2,597+39.3% |
| Participant deferral / active EE | $4,407 | $3,566+23.6% | $4,729-6.8% | $4,028+9.4% |
| Admin fee / account holder | $5,781 | $5,222+10.7% | $6,410-9.8% | $5,403+7.0% |