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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 | $43,613 | $64,719-32.6% | $112,249-61.1% | $68,486-36.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.48%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,831 | $2,747+39.5% | $3,636+5.4% | $2,597+47.5% |
| Participant deferral / active EE | $6,454 | $3,565+81.0% | $4,729+36.5% | $4,028+60.3% |
| Admin fee / account holder | $344 | $5,232-93.4% | $6,412-94.6% | $5,404-93.6% |