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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 | $54,159 | $110,083-50.8% | $151,645-64.3% | $68,490-20.9% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -15.34% | -10.12%-5.2pp | 3.34%-18.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $9,234 | $4,470+106.6% | $6,165+49.8% | $2,597+255.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $783 | $7,718-89.9% | $11,614-93.3% | $5,403-85.5% |