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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 | $38,031 | $77,816-51.1% | $123,552-69.2% | $64,173-40.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.96% | 12.49%-20.4pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,731 | $3,014+23.8% | $4,628-19.4% | $2,381+56.7% |
| Participant deferral / active EE | $6,637 | $5,240+26.7% | $6,426+3.3% | $3,470+91.3% |
| Admin fee / account holder | $1,895 | $5,519-65.7% | $9,285-79.6% | $4,887-61.2% |