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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 | $84,509 | $110,083-23.2% | $151,628-44.3% | $68,495+23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.68% | -10.12%-5.6pp | 3.34%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,033 | $4,470+57.3% | $6,165+14.1% | $2,596+170.9% |
| Participant deferral / active EE | $7,793 | $6,526+19.4% | $8,363-6.8% | $4,028+93.5% |
| Admin fee / account holder | $579 | $7,718-92.5% | $11,613-95.0% | $5,403-89.3% |