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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 | $71,873-21.6% | $86,698-35.0% | $68,490-17.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.01% | 3.54%-19.5pp | 35.96%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $10,186 | $2,173+368.7% | $2,837+259.1% | $2,597+292.3% |
| Participant deferral / active EE | $3,762 | $3,779-0.5% | $4,656-19.2% | $4,028-6.6% |
| Admin fee / account holder | $7,687 | $6,110+25.8% | $7,492+2.6% | $5,403+42.3% |