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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 | $46,076 | $77,817-40.8% | $123,553-62.7% | $64,173-28.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.02% | 12.49%-16.5pp | 119.21%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,365 | $3,014-21.5% | $4,628-48.9% | $2,381-0.7% |
| Participant deferral / active EE | $2,343 | $5,240-55.3% | $6,426-63.5% | $3,470-32.5% |
| Admin fee / account holder | $2,080 | $5,519-62.3% | $9,284-77.6% | $4,887-57.4% |