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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 | $45,560 | $73,839-38.3% | $143,788-68.3% | $68,495-33.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.84% | 1.01%-11.8pp | -0.03%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $5,665 | $3,184+77.9% | $4,952+14.4% | $2,596+118.2% |
| Participant deferral / active EE | $5,425 | $3,384+60.3% | $5,638-3.8% | $4,028+34.7% |
| Admin fee / account holder | $5,161 | $5,755-10.3% | $14,675-64.8% | $5,403-4.5% |