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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 | $103,327 | $110,083-6.1% | $151,645-31.9% | $68,490+50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.40% | -10.12%-5.3pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $6,316 | $4,470+41.3% | $6,165+2.4% | $2,597+143.2% |
| Participant deferral / active EE | $6,867 | $6,526+5.2% | $8,363-17.9% | $4,028+70.5% |
| Admin fee / account holder | $2,019 | $7,718-73.8% | $11,614-82.6% | $5,403-62.6% |