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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 | $56,193 | $81,870-31.4% | $119,634-53.0% | $68,490-18.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -9.36% | -23.82%+14.5pp | -14.98%+5.6pp | -7.85%-1.5pp |
| Employer contribution / active EE | $7,230 | $2,692+168.6% | $4,232+70.8% | $2,597+178.4% |
| Participant deferral / active EE | $4,533 | $4,148+9.3% | $5,601-19.1% | $4,028+12.5% |
| Admin fee / account holder | $9,896 | $6,583+50.3% | $10,329-4.2% | $5,403+83.2% |