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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 | $26,733 | $71,873-62.8% | $86,698-69.2% | $68,490-61.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.32% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,926 | $2,173+34.6% | $2,837+3.1% | $2,597+12.7% |
| Participant deferral / active EE | $4,632 | $3,779+22.6% | $4,656-0.5% | $4,028+15.0% |
| Admin fee / account holder | $13,706 | $6,110+124.3% | $7,492+82.9% | $5,403+153.7% |