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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 | $40,757 | $77,816-47.6% | $123,552-67.0% | $64,173-36.5% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.8pp |
| Annual return | -2.00% | 12.49%-14.5pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $7,875 | $3,014+161.3% | $4,628+70.2% | $2,381+230.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,445 | $5,519-37.6% | $9,285-62.9% | $4,887-29.5% |