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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 | $38,294 | $61,660-37.9% | $80,022-52.1% | $64,173-40.3% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | -4.63% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,000 | $1,810+231.4% | $2,468+143.1% | $2,381+152.0% |
| Participant deferral / active EE | $1,952 | $2,968-34.2% | $3,686-47.0% | $3,470-43.7% |
| Admin fee / account holder | $10,155 | $5,417+87.5% | $6,521+55.7% | $4,887+107.8% |