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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 | $62,211 | $64,719-3.9% | $112,249-44.6% | $68,486-9.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.84% | -11.40%-4.4pp | 27.48%-43.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $10,498 | $2,747+282.2% | $3,636+188.7% | $2,597+304.3% |
| Participant deferral / active EE | $1,926 | $3,565-46.0% | $4,729-59.3% | $4,028-52.2% |
| Admin fee / account holder | $3,706 | $5,232-29.2% | $6,412-42.2% | $5,404-31.4% |