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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 | $116,538 | $105,867+10.1% | $90,760+28.4% | $134,532-13.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,681 | $3,464-22.6% | $2,922-8.2% | $4,741-43.4% |
| Participant deferral / active EE | $7,284 | $5,217+39.6% | $4,565+59.6% | $6,401+13.8% |
| Admin fee / account holder | $5,383 | $13,936-61.4% | $8,444-36.3% | $11,429-52.9% |