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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 | $20,900 | $64,719-67.7% | $112,249-81.4% | $68,486-69.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.89% | -11.40%-6.5pp | 27.48%-45.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $6,474 | $2,747+135.7% | $3,636+78.0% | $2,597+149.3% |
| Participant deferral / active EE | $4,621 | $3,565+29.6% | $4,729-2.3% | $4,028+14.7% |
| Admin fee / account holder | $1,176 | $5,232-77.5% | $6,412-81.7% | $5,404-78.2% |