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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 | $78,011 | $110,083-29.1% | $151,639-48.6% | $68,486+13.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.02% | -10.12%-6.9pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $4,424 | $4,470-1.0% | $6,165-28.2% | $2,597+70.4% |
| Participant deferral / active EE | $5,057 | $6,526-22.5% | $8,363-39.5% | $4,028+25.6% |
| Admin fee / account holder | $555 | $7,718-92.8% | $11,613-95.2% | $5,404-89.7% |