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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 | $40,543 | $77,816-47.9% | $123,552-67.2% | $64,173-36.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.39% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,681 | $3,014-11.1% | $4,628-42.1% | $2,381+12.6% |
| Participant deferral / active EE | $3,761 | $5,240-28.2% | $6,426-41.5% | $3,470+8.4% |
| Admin fee / account holder | $2,934 | $5,519-46.8% | $9,285-68.4% | $4,887-40.0% |