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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 | $95,295 | $42,910+122.1% | $60,919+56.4% | $68,490+39.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.02% | -13.99%0pp | 16.96%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $5,710 | $1,978+188.6% | $2,704+111.2% | $2,597+119.9% |
| Participant deferral / active EE | $6,383 | $2,866+122.8% | $3,814+67.3% | $4,028+58.5% |
| Admin fee / account holder | $593 | $3,104-80.9% | $3,228-81.6% | $5,403-89.0% |