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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 | $36,553 | $71,873-49.1% | $86,698-57.8% | $68,490-46.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.39% | 3.54%-16.9pp | 35.96%-49.4pp | -7.85%-5.5pp |
| Employer contribution / active EE | $7,195 | $2,173+231.0% | $2,837+153.6% | $2,597+177.1% |
| Participant deferral / active EE | $4,097 | $3,779+8.4% | $4,656-12.0% | $4,028+1.7% |
| Admin fee / account holder | $5,412 | $6,110-11.4% | $7,492-27.8% | $5,403+0.2% |