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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 | $93,929 | $73,009+28.7% | $90,756+3.5% | $68,495+37.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -5.12% | -13.81%+8.7pp | -12.16%+7.0pp | -7.84%+2.7pp |
| Employer contribution / active EE | $7,857 | $2,193+258.3% | $2,922+168.9% | $2,596+202.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,279 | $5,896-27.4% | $8,445-49.3% | $5,403-20.8% |