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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 | $57,451 | $81,870-29.8% | $119,634-52.0% | $68,490-16.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.74% | -23.82%+9.1pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,866 | $2,692-30.7% | $4,232-55.9% | $2,597-28.2% |
| Participant deferral / active EE | $4,072 | $4,148-1.8% | $5,601-27.3% | $4,028+1.1% |
| Admin fee / account holder | $1,829 | $6,583-72.2% | $10,329-82.3% | $5,403-66.1% |