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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 | $41,214 | $81,870-49.7% | $119,622-65.5% | $68,486-39.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $3,448 | $2,692+28.1% | $4,232-18.5% | $2,597+32.8% |
| Participant deferral / active EE | $3,839 | $4,148-7.5% | $5,601-31.5% | $4,028-4.7% |
| Admin fee / account holder | $846 | $6,583-87.1% | $10,328-91.8% | $5,404-84.3% |