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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 | $53,719 | $110,083-51.2% | $151,645-64.6% | $68,490-21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.24% | -10.12%-8.1pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $10,819 | $4,470+142.0% | $6,165+75.5% | $2,597+316.6% |
| Participant deferral / active EE | $10,691 | $6,526+63.8% | $8,363+27.8% | $4,028+165.4% |
| Admin fee / account holder | $15,675 | $7,718+103.1% | $11,614+35.0% | $5,403+190.1% |