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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 | $56,339 | $71,891-21.6% | $86,690-35.0% | $68,498-17.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.01% | 3.53%-19.5pp | 35.93%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $10,186 | $2,173+368.7% | $2,837+259.1% | $2,596+292.3% |
| Participant deferral / active EE | $3,762 | $3,779-0.5% | $4,656-19.2% | $4,027-6.6% |
| Admin fee / account holder | $7,687 | $6,112+25.8% | $7,490+2.6% | $5,403+42.3% |