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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 | $37,024 | $59,819-38.1% | $79,583-53.5% | $68,490-45.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.87% | -12.30%-3.6pp | 0.16%-16.0pp | -7.85%-8.0pp |
| Employer contribution / active EE | $3,935 | $1,505+161.4% | $2,414+63.0% | $2,597+51.6% |
| Participant deferral / active EE | $3,701 | $3,025+22.4% | $3,986-7.1% | $4,028-8.1% |
| Admin fee / account holder | $2,279 | $4,835-52.9% | $6,835-66.7% | $5,403-57.8% |