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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 | $46,677 | $71,872-35.1% | $86,691-46.2% | $68,495-31.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.44% | 3.53%-19.0pp | 35.94%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $6,953 | $2,173+220.0% | $2,837+145.1% | $2,596+167.8% |
| Participant deferral / active EE | $5,002 | $3,779+32.4% | $4,656+7.4% | $4,028+24.2% |
| Admin fee / account holder | $1,472 | $6,112-75.9% | $7,492-80.4% | $5,403-72.8% |