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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 | $54,707 | $71,873-23.9% | $86,698-36.9% | $68,490-20.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.23% | 3.54%-19.8pp | 35.96%-52.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,057 | $2,173-5.3% | $2,837-27.5% | $2,597-20.8% |
| Participant deferral / active EE | $5,092 | $3,779+34.7% | $4,656+9.4% | $4,028+26.4% |
| Admin fee / account holder | $1,960 | $6,110-67.9% | $7,492-73.8% | $5,403-63.7% |