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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 | $27,266 | $77,817-65.0% | $123,553-77.9% | $64,173-57.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.14% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,087 | $3,014-30.7% | $4,628-54.9% | $2,381-12.3% |
| Participant deferral / active EE | $4,576 | $5,240-12.7% | $6,426-28.8% | $3,470+31.9% |
| Admin fee / account holder | $1,258 | $5,519-77.2% | $9,284-86.4% | $4,887-74.3% |