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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 | $163,731 | $81,870+100.0% | $119,634+36.9% | $68,490+139.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.53% | -23.82%+10.3pp | -14.98%+1.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $5,782 | $2,692+114.8% | $4,232+36.6% | $2,597+122.7% |
| Participant deferral / active EE | $5,292 | $4,148+27.6% | $5,601-5.5% | $4,028+31.4% |
| Admin fee / account holder | $2,401 | $6,583-63.5% | $10,329-76.8% | $5,403-55.6% |