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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 | $46,261 | $71,872-35.6% | $86,691-46.6% | $68,495-32.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.60% | 3.53%-22.1pp | 35.94%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,819 | $2,173+29.7% | $2,837-0.6% | $2,596+8.6% |
| Participant deferral / active EE | $5,269 | $3,779+39.4% | $4,656+13.2% | $4,028+30.8% |
| Admin fee / account holder | $3,045 | $6,112-50.2% | $7,492-59.4% | $5,403-43.7% |