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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 | $77,560 | $56,339+37.7% | $104,299-25.6% | $68,490+13.2% |
| Participation rate | 93.3% | 63.3%+30.1pp | 73.3%+20.1pp | 67.9%+25.4pp |
| Annual return | -15.75% | -9.19%-6.6pp | 24.62%-40.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $6,445 | $1,960+228.8% | $3,373+91.1% | $2,597+148.2% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,876 | $4,902+81.1% | $7,339+20.9% | $5,403+64.3% |