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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 | $38,319 | $64,719-40.8% | $112,249-65.9% | $68,486-44.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.77% | -11.40%-1.4pp | 27.48%-40.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $4,990 | $2,747+81.7% | $3,636+37.2% | $2,597+92.2% |
| Participant deferral / active EE | $5,751 | $3,565+61.3% | $4,729+21.6% | $4,028+42.8% |
| Admin fee / account holder | $2,659 | $5,232-49.2% | $6,412-58.5% | $5,404-50.8% |