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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 | $45,799 | $73,009-37.3% | $90,760-49.5% | $68,486-33.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -4.59% | -13.81%+9.2pp | -12.16%+7.6pp | -7.85%+3.3pp |
| Employer contribution / active EE | $7,851 | $2,193+258.1% | $2,922+168.7% | $2,597+202.4% |
| Participant deferral / active EE | $9,596 | $3,626+164.6% | $4,565+110.2% | $4,028+138.3% |
| Admin fee / account holder | $6,356 | $5,896+7.8% | $8,444-24.7% | $5,404+17.6% |