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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 | $40,128 | $56,484-29.0% | $169,452-76.3% | $64,173-37.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.05% | -1.55%-4.5pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,393 | $1,832+139.7% | $4,157+5.7% | $2,381+84.5% |
| Participant deferral / active EE | $3,364 | $3,448-2.4% | $5,277-36.3% | $3,470-3.0% |
| Admin fee / account holder | $5,795 | $4,174+38.8% | $9,110-36.4% | $4,887+18.6% |