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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 | $133,011 | $73,009+82.2% | $90,756+46.6% | $68,495+94.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -11.06% | -13.81%+2.8pp | -12.16%+1.1pp | -7.84%-3.2pp |
| Employer contribution / active EE | $13,819 | $2,193+530.3% | $2,922+373.0% | $2,596+432.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $18,416 | $5,896+212.4% | $8,445+118.1% | $5,403+240.8% |