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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 | $80,023 | $42,909+86.5% | $60,906+31.4% | $68,486+16.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.51% | -13.99%+2.5pp | 16.94%-28.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,187 | $2,866+115.9% | $3,814+62.2% | $4,028+53.6% |
| Admin fee / account holder | $2,973 | $3,104-4.2% | $3,227-7.9% | $5,404-45.0% |