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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 | $39,168 | $73,848-47.0% | $143,799-72.8% | $68,486-42.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.05% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,202 | $3,184+31.9% | $4,952-15.2% | $2,597+61.8% |
| Participant deferral / active EE | $4,520 | $3,385+33.5% | $5,638-19.8% | $4,028+12.2% |
| Admin fee / account holder | $8,869 | $5,755+54.1% | $14,677-39.6% | $5,404+64.1% |