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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 | $72,948 | $59,834+21.9% | $79,576-8.3% | $68,495+6.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -17.13% | -12.30%-4.8pp | 0.15%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,371 | $1,505-8.9% | $2,413-43.2% | $2,596-47.2% |
| Participant deferral / active EE | $1,703 | $3,024-43.7% | $3,985-57.3% | $4,028-57.7% |
| Admin fee / account holder | $2,458 | $4,835-49.2% | $6,834-64.0% | $5,403-54.5% |