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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 | $90,361 | $110,083-17.9% | $151,639-40.4% | $68,486+31.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.35% | -10.12%-7.2pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $7,660 | $4,470+71.4% | $6,165+24.2% | $2,597+195.0% |
| Participant deferral / active EE | $13,059 | $6,526+100.1% | $8,363+56.1% | $4,028+224.2% |
| Admin fee / account holder | $1,678 | $7,718-78.3% | $11,613-85.5% | $5,404-68.9% |