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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 | $55,209 | $110,083-49.8% | $151,639-63.6% | $68,486-19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.79% | -10.12%-7.7pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $5,139 | $4,470+15.0% | $6,165-16.6% | $2,597+97.9% |
| Participant deferral / active EE | $8,759 | $6,526+34.2% | $8,363+4.7% | $4,028+117.5% |
| Admin fee / account holder | $1,234 | $7,718-84.0% | $11,613-89.4% | $5,404-77.2% |