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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 | $91,616 | $42,910+113.5% | $60,919+50.4% | $68,490+33.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -5.75% | -13.99%+8.2pp | 16.96%-22.7pp | -7.85%+2.1pp |
| Employer contribution / active EE | $14,444 | $1,978+630.1% | $2,704+434.2% | $2,597+456.3% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,225 | $3,104+68.3% | $3,228+61.9% | $5,403-3.3% |