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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 | $56,159 | $79,633-29.5% | $93,786-40.1% | $68,490-18.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -16.85% | -0.10%-16.8pp | -11.32%-5.5pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,371 | $3,665+73.8% | $4,328+47.2% | $2,597+145.4% |
| Participant deferral / active EE | $4,582 | $5,158-11.2% | $6,100-24.9% | $4,028+13.8% |
| Admin fee / account holder | $1,188 | $6,871-82.7% | $7,184-83.5% | $5,403-78.0% |