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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 | $131,009 | $73,009+79.4% | $90,760+44.3% | $68,486+91.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.97% | -13.81%-3.2pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $5,847 | $2,193+166.7% | $2,922+100.1% | $2,597+125.2% |
| Participant deferral / active EE | $6,163 | $3,626+70.0% | $4,565+35.0% | $4,028+53.0% |
| Admin fee / account holder | $3,653 | $5,896-38.0% | $8,444-56.7% | $5,404-32.4% |