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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 | $81,675 | $81,870-0.2% | $119,634-31.7% | $68,490+19.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -17.66% | -23.82%+6.2pp | -14.98%-2.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,817 | $2,692+41.8% | $4,232-9.8% | $2,597+47.0% |
| Participant deferral / active EE | $5,657 | $4,148+36.4% | $5,601+1.0% | $4,028+40.5% |
| Admin fee / account holder | $1,641 | $6,583-75.1% | $10,329-84.1% | $5,403-69.6% |