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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 | $37,124 | $71,873-48.3% | $86,698-57.2% | $68,490-45.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.63% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $7,310 | $2,173+236.3% | $2,837+157.7% | $2,597+181.5% |
| Participant deferral / active EE | $5,894 | $3,779+56.0% | $4,656+26.6% | $4,028+46.3% |
| Admin fee / account holder | $839 | $6,110-86.3% | $7,492-88.8% | $5,403-84.5% |