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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 | $80,220 | $110,083-27.1% | $151,645-47.1% | $68,490+17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.77% | -10.12%-7.6pp | 3.34%-21.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $6,721 | $4,470+50.4% | $6,165+9.0% | $2,597+158.8% |
| Participant deferral / active EE | $14,391 | $6,526+120.5% | $8,363+72.1% | $4,028+257.3% |
| Admin fee / account holder | $4,487 | $7,718-41.9% | $11,614-61.4% | $5,403-17.0% |