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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 | $36,786 | $71,878-48.8% | $86,698-57.6% | $68,486-46.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.19% | 3.53%-18.7pp | 35.95%-51.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $10,801 | $2,173+397.0% | $2,837+280.8% | $2,597+316.0% |
| Participant deferral / active EE | $7,481 | $3,779+98.0% | $4,656+60.7% | $4,028+85.7% |
| Admin fee / account holder | $924 | $6,113-84.9% | $7,493-87.7% | $5,404-82.9% |