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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 | $38,962 | $77,817-49.9% | $123,553-68.5% | $64,173-39.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.91% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,662 | $3,014+54.7% | $4,628+0.7% | $2,381+95.8% |
| Participant deferral / active EE | $4,582 | $5,240-12.6% | $6,426-28.7% | $3,470+32.1% |
| Admin fee / account holder | $1,127 | $5,519-79.6% | $9,284-87.9% | $4,887-76.9% |