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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 | $56,953 | $81,870-30.4% | $119,634-52.4% | $68,490-16.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -6.37% | -23.82%+17.5pp | -14.98%+8.6pp | -7.85%+1.5pp |
| Employer contribution / active EE | $6,914 | $2,692+156.8% | $4,232+63.4% | $2,597+166.3% |
| Participant deferral / active EE | $5,725 | $4,148+38.0% | $5,601+2.2% | $4,028+42.1% |
| Admin fee / account holder | $7,404 | $6,583+12.5% | $10,329-28.3% | $5,403+37.0% |