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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 | $90,921 | $81,870+11.1% | $119,622-24.0% | $68,486+32.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.18% | -23.82%+8.6pp | -14.98%-0.2pp | -7.85%-7.3pp |
| Employer contribution / active EE | $5,782 | $2,692+114.8% | $4,232+36.6% | $2,597+122.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,542 | $6,583-46.2% | $10,328-65.7% | $5,404-34.5% |