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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 | $90,663 | $110,083-17.6% | $151,639-40.2% | $68,486+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.92% | -10.12%-5.8pp | 3.34%-19.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,491 | $4,470+45.2% | $6,165+5.3% | $2,597+150.0% |
| Participant deferral / active EE | $22,213 | $6,526+240.4% | $8,363+165.6% | $4,028+451.5% |
| Admin fee / account holder | $4,536 | $7,718-41.2% | $11,613-60.9% | $5,404-16.1% |