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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 | $63,889 | $71,878-11.1% | $86,698-26.3% | $68,486-6.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.25% | 3.53%-16.8pp | 35.95%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $4,257 | $2,173+95.9% | $2,837+50.1% | $2,597+63.9% |
| Participant deferral / active EE | $7,950 | $3,779+110.4% | $4,656+70.7% | $4,028+97.4% |
| Admin fee / account holder | $2,766 | $6,113-54.7% | $7,493-63.1% | $5,404-48.8% |