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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 | $122,510 | $81,870+49.6% | $119,634+2.4% | $68,490+78.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.10% | -23.82%+11.7pp | -14.98%+2.9pp | -7.85%-4.3pp |
| Employer contribution / active EE | $4,307 | $2,692+60.0% | $4,232+1.8% | $2,597+65.9% |
| Participant deferral / active EE | $7,308 | $4,148+76.2% | $5,601+30.5% | $4,028+81.4% |
| Admin fee / account holder | $699 | $6,583-89.4% | $10,329-93.2% | $5,403-87.1% |