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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 | $60,559 | $77,817-22.2% | $123,553-51.0% | $64,173-5.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.98% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,912 | $3,014+29.8% | $4,628-15.5% | $2,381+64.3% |
| Participant deferral / active EE | $8,007 | $5,240+52.8% | $6,426+24.6% | $3,470+130.8% |
| Admin fee / account holder | $12,378 | $5,519+124.3% | $9,284+33.3% | $4,887+153.3% |