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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 | $64,437 | $71,873-10.3% | $86,698-25.7% | $68,490-5.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.05% | 3.54%-19.6pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,625 | $2,173-25.2% | $2,837-42.7% | $2,597-37.4% |
| Participant deferral / active EE | $2,960 | $3,779-21.7% | $4,656-36.4% | $4,028-26.5% |
| Admin fee / account holder | $7,883 | $6,110+29.0% | $7,492+5.2% | $5,403+45.9% |