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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 | $81,057 | $73,009+11.0% | $90,760-10.7% | $68,486+18.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.76% | -13.81%-4.9pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,147 | $2,193-47.7% | $2,922-60.7% | $2,597-55.8% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $762 | $5,896-87.1% | $8,444-91.0% | $5,404-85.9% |