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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 | $76,261 | $73,839+3.3% | $143,788-47.0% | $68,495+11.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.18% | 1.01%-12.2pp | -0.03%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,797 | $3,384+71.3% | $5,638+2.8% | $4,028+43.9% |
| Admin fee / account holder | $53,844 | $5,755+835.7% | $14,675+266.9% | $5,403+896.5% |