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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 | $69,901 | $81,870-14.6% | $119,634-41.6% | $68,490+2.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.95% | -23.82%+8.9pp | -14.98%0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,008 | $2,692+11.7% | $4,232-28.9% | $2,597+15.8% |
| Participant deferral / active EE | $6,298 | $4,148+51.8% | $5,601+12.4% | $4,028+56.4% |
| Admin fee / account holder | $4,268 | $6,583-35.2% | $10,329-58.7% | $5,403-21.0% |