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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 | $43,221 | $48,267-10.5% | $68,808-37.2% | $68,486-36.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.76% | -12.70%-2.1pp | -6.37%-8.4pp | -7.85%-6.9pp |
| Employer contribution / active EE | $5,373 | $1,829+193.7% | $2,656+102.3% | $2,597+106.9% |
| Participant deferral / active EE | $3,493 | $2,867+21.9% | $3,942-11.4% | $4,028-13.3% |
| Admin fee / account holder | $12,353 | $4,362+183.2% | $4,936+150.3% | $5,404+128.6% |