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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 | $61,772 | $69,012-10.5% | $160,009-61.4% | $68,486-9.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -16.65% | -9.65%-7.0pp | 408.85%-425.5pp | -7.85%-8.8pp |
| Employer contribution / active EE | $3,633 | $2,212+64.2% | $4,225-14.0% | $2,597+39.9% |
| Participant deferral / active EE | $9,268 | $4,212+120.1% | $6,183+49.9% | $4,028+130.1% |
| Admin fee / account holder | $766 | $4,798-84.0% | $8,715-91.2% | $5,404-85.8% |