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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 | $62,707 | $77,817-19.4% | $123,553-49.2% | $64,173-2.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.90% | 12.49%-18.4pp | 119.21%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $11,450 | $3,014+279.9% | $4,628+147.4% | $2,381+380.9% |
| Participant deferral / active EE | $7,713 | $5,240+47.2% | $6,426+20.0% | $3,470+122.3% |
| Admin fee / account holder | $1,938 | $5,519-64.9% | $9,284-79.1% | $4,887-60.3% |