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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 | $62,163 | $71,878-13.5% | $86,698-28.3% | $68,486-9.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.90% | 3.53%-17.4pp | 35.95%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $7,473 | $2,173+243.9% | $2,837+163.4% | $2,597+187.8% |
| Participant deferral / active EE | $7,837 | $3,779+107.4% | $4,656+68.3% | $4,028+94.6% |
| Admin fee / account holder | $2,933 | $6,113-52.0% | $7,493-60.9% | $5,404-45.7% |