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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 | $57,996 | $73,009-20.6% | $90,760-36.1% | $68,486-15.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.91% | -13.81%-1.1pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,753 | $2,193+71.2% | $2,922+28.4% | $2,597+44.5% |
| Participant deferral / active EE | $6,239 | $3,626+72.1% | $4,565+36.7% | $4,028+54.9% |
| Admin fee / account holder | $3,375 | $5,896-42.8% | $8,444-60.0% | $5,404-37.5% |