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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 | $47,503 | $59,819-20.6% | $79,583-40.3% | $68,490-30.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.90% | -12.30%-4.6pp | 0.16%-17.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,524 | $1,505+333.4% | $2,414+170.3% | $2,597+151.2% |
| Participant deferral / active EE | $7,050 | $3,025+133.1% | $3,986+76.9% | $4,028+75.0% |
| Admin fee / account holder | $1,775 | $4,835-63.3% | $6,835-74.0% | $5,403-67.1% |