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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 | $85,553 | $110,083-22.3% | $151,645-43.6% | $68,490+24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -2.03% | -10.12%+8.1pp | 3.34%-5.4pp | -7.85%+5.8pp |
| Employer contribution / active EE | $7,682 | $4,470+71.9% | $6,165+24.6% | $2,597+195.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,683 | $7,718-65.2% | $11,614-76.9% | $5,403-50.3% |