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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 | $63,168 | $71,878-12.1% | $86,698-27.1% | $68,486-7.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.86% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $7,219 | $2,173+232.2% | $2,837+154.5% | $2,597+178.0% |
| Participant deferral / active EE | $5,382 | $3,779+42.4% | $4,656+15.6% | $4,028+33.6% |
| Admin fee / account holder | $2,883 | $6,113-52.8% | $7,493-61.5% | $5,404-46.7% |