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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 | $92,028 | $58,773+56.6% | $204,484-55.0% | $58,773+56.6% |
| Participation rate | 100.0% | 64.8%+35.2pp | 87.2%+12.8pp | 64.8%+35.2pp |
| Annual return | -4.89% | -8.84%+3.9pp | 1.17%-6.1pp | -8.84%+3.9pp |
| Employer contribution / active EE | $4,334 | $2,445+77.3% | $3,236+33.9% | $2,445+77.3% |
| Participant deferral / active EE | $4,420 | $2,952+49.7% | $9,535-53.6% | $2,952+49.7% |
| Admin fee / account holder | $8,522 | $6,755+26.2% | $4,140+105.8% | $6,755+26.2% |