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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 | $72,297 | $73,019-1.0% | $90,766-20.3% | $68,490+5.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -7.41% | -13.81%+6.4pp | -12.16%+4.7pp | -7.85%+0.4pp |
| Employer contribution / active EE | $5,420 | $2,193+147.2% | $2,922+85.5% | $2,597+108.7% |
| Participant deferral / active EE | $5,030 | $3,626+38.7% | $4,565+10.2% | $4,028+24.9% |
| Admin fee / account holder | $894 | $5,897-84.8% | $8,446-89.4% | $5,403-83.4% |