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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 | $45,048 | $77,816-42.1% | $123,549-63.5% | $64,181-29.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.50% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,383 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $9,909 | $5,240+89.1% | $6,426+54.2% | $3,470+185.6% |
| Admin fee / account holder | $9,372 | $5,519+69.8% | $9,284+0.9% | $4,887+91.8% |