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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 | $77,979 | $110,083-29.2% | $151,628-48.6% | $68,495+13.8% |
| Participation rate | 83.8% | 84.0%-0.1pp | 87.5%-3.7pp | 67.9%+15.9pp |
| Annual return | -7.53% | -10.12%+2.6pp | 3.34%-10.9pp | -7.84%+0.3pp |
| Employer contribution / active EE | $6,563 | $4,470+46.8% | $6,165+6.5% | $2,596+152.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,414 | $7,718+203.4% | $11,613+101.6% | $5,403+333.3% |