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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 | $106,633 | $81,870+30.2% | $119,634-10.9% | $68,490+55.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -7.08% | -23.82%+16.7pp | -14.98%+7.9pp | -7.85%+0.8pp |
| Employer contribution / active EE | $4,973 | $2,692+84.8% | $4,232+17.5% | $2,597+91.5% |
| Participant deferral / active EE | $1,971 | $4,148-52.5% | $5,601-64.8% | $4,028-51.1% |
| Admin fee / account holder | $8,654 | $6,583+31.5% | $10,329-16.2% | $5,403+60.2% |