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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 | $80,910 | $64,716+25.0% | $112,258-27.9% | $68,495+18.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.72% | -11.40%+12.1pp | 27.47%-26.8pp | -7.84%+8.6pp |
| Employer contribution / active EE | $20,397 | $2,746+642.7% | $3,636+461.0% | $2,596+685.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,429 | $5,232+175.8% | $6,411+125.0% | $5,403+167.0% |