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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 | $44,674 | $71,878-37.8% | $86,698-48.5% | $68,486-34.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.55% | 3.53%-19.1pp | 35.95%-51.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $7,407 | $2,173+240.8% | $2,837+161.1% | $2,597+185.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,660 | $6,113+74.4% | $7,493+42.3% | $5,404+97.3% |