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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 | $41,946 | $73,009-42.5% | $90,760-53.8% | $68,486-38.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -9.99% | -13.81%+3.8pp | -12.16%+2.2pp | -7.85%-2.1pp |
| Employer contribution / active EE | $6,766 | $2,193+208.6% | $2,922+131.6% | $2,597+160.6% |
| Participant deferral / active EE | $5,870 | $3,626+61.9% | $4,565+28.6% | $4,028+45.7% |
| Admin fee / account holder | $13,091 | $5,896+122.0% | $8,444+55.0% | $5,404+142.3% |