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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 | $61,759 | $79,633-22.4% | $93,759-34.1% | $68,495-9.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -16.59% | -0.10%-16.5pp | -11.33%-5.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,436 | $3,665+130.2% | $4,324+95.1% | $2,596+224.9% |
| Participant deferral / active EE | $5,071 | $5,158-1.7% | $6,096-16.8% | $4,028+25.9% |
| Admin fee / account holder | $2,845 | $6,871-58.6% | $7,197-60.5% | $5,403-47.3% |