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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 | $108,054 | $73,019+48.0% | $90,766+19.0% | $68,490+57.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.81%-1.0pp | -12.16%-2.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $8,081 | $2,193+268.5% | $2,922+176.6% | $2,597+211.2% |
| Participant deferral / active EE | $5,436 | $3,626+49.9% | $4,565+19.1% | $4,028+35.0% |
| Admin fee / account holder | $652 | $5,897-88.9% | $8,446-92.3% | $5,403-87.9% |