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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 | $54,994 | $64,719-15.0% | $112,249-51.0% | $68,486-19.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.34% | -11.40%-1.9pp | 27.48%-40.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $4,709 | $2,747+71.5% | $3,636+29.5% | $2,597+81.4% |
| Participant deferral / active EE | $8,983 | $3,565+152.0% | $4,729+90.0% | $4,028+123.0% |
| Admin fee / account holder | $2,045 | $5,232-60.9% | $6,412-68.1% | $5,404-62.1% |