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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 | $24,333 | $64,729-62.4% | $112,263-78.3% | $68,490-64.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.29% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.4pp |
| Employer contribution / active EE | $6,145 | $2,746+123.8% | $3,636+69.0% | $2,597+136.6% |
| Participant deferral / active EE | $3,052 | $3,566-14.4% | $4,729-35.5% | $4,028-24.2% |
| Admin fee / account holder | $969 | $5,222-81.4% | $6,410-84.9% | $5,403-82.1% |