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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 | $34,068 | $81,870-58.4% | $119,634-71.5% | $68,490-50.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.59% | -23.82%+9.2pp | -14.98%+0.4pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,765 | $2,692+39.9% | $4,232-11.0% | $2,597+45.0% |
| Participant deferral / active EE | $4,363 | $4,148+5.2% | $5,601-22.1% | $4,028+8.3% |
| Admin fee / account holder | $7,149 | $6,583+8.6% | $10,329-30.8% | $5,403+32.3% |