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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 | $35,118 | $71,873-51.1% | $86,698-59.5% | $68,490-48.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.72% | 3.54%-18.3pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,737 | $2,173+72.0% | $2,837+31.7% | $2,597+43.9% |
| Participant deferral / active EE | $3,476 | $3,779-8.0% | $4,656-25.3% | $4,028-13.7% |
| Admin fee / account holder | $853 | $6,110-86.0% | $7,492-88.6% | $5,403-84.2% |