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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 | $71,177 | $81,870-13.1% | $119,634-40.5% | $68,490+3.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.94% | -23.82%+9.9pp | -14.98%+1.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $7,192 | $2,692+167.2% | $4,232+69.9% | $2,597+177.0% |
| Participant deferral / active EE | $12,878 | $4,148+210.5% | $5,601+129.9% | $4,028+219.7% |
| Admin fee / account holder | $19,035 | $6,583+189.2% | $10,329+84.3% | $5,403+252.3% |