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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 | $29,910 | $73,009-59.0% | $90,760-67.0% | $68,486-56.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,615 | $2,193+156.1% | $2,922+92.2% | $2,597+116.3% |
| Participant deferral / active EE | $2,909 | $3,626-19.8% | $4,565-36.3% | $4,028-27.8% |
| Admin fee / account holder | $1,435 | $5,896-75.7% | $8,444-83.0% | $5,404-73.4% |