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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 | $106,137 | $25,979+308.5% | $71,755+47.9% | $68,486+55.0% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -14.10% | -15.10%+1.0pp | 9.09%-23.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $4,991 | $900+454.3% | $1,704+193.0% | $2,597+92.2% |
| Participant deferral / active EE | $5,200 | $1,522+241.6% | $2,656+95.8% | $4,028+29.1% |
| Admin fee / account holder | $1,049 | $2,022-48.1% | $3,972-73.6% | $5,404-80.6% |