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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 | $53,058 | $76,912-31.0% | $129,118-58.9% | $68,486-22.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -15.79% | -9.78%-6.0pp | -10.94%-4.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $8,893 | $3,243+174.3% | $5,051+76.1% | $2,597+242.5% |
| Participant deferral / active EE | $8,820 | $4,732+86.4% | $6,539+34.9% | $4,028+119.0% |
| Admin fee / account holder | $16,072 | $6,638+142.1% | $14,305+12.4% | $5,404+197.4% |