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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 | $54,117 | $64,729-16.4% | $112,263-51.8% | $68,490-21.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.26% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.4pp |
| Employer contribution / active EE | $8,553 | $2,746+211.5% | $3,636+135.2% | $2,597+229.4% |
| Participant deferral / active EE | $2,290 | $3,566-35.8% | $4,729-51.6% | $4,028-43.2% |
| Admin fee / account holder | $6,215 | $5,222+19.0% | $6,410-3.1% | $5,403+15.0% |