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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 | $50,445 | $73,009-30.9% | $90,756-44.4% | $68,495-26.4% |
| Participation rate | 91.9% | 70.8%+21.1pp | 75.7%+16.2pp | 67.9%+24.0pp |
| Annual return | -10.23% | -13.81%+3.6pp | -12.16%+1.9pp | -7.84%-2.4pp |
| Employer contribution / active EE | $6,622 | $2,193+202.0% | $2,922+126.7% | $2,596+155.0% |
| Participant deferral / active EE | $6,302 | $3,626+73.8% | $4,565+38.1% | $4,028+56.5% |
| Admin fee / account holder | $17,437 | $5,896+195.8% | $8,445+106.5% | $5,403+222.7% |