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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 | $114,054 | $64,729+76.2% | $112,263+1.6% | $68,490+66.5% |
| Participation rate | 92.5% | 67.2%+25.3pp | 75.1%+17.4pp | 67.9%+24.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $10,388 | $2,746+278.3% | $3,636+185.7% | $2,597+300.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,230 | $5,222+115.1% | $6,410+75.2% | $5,403+107.9% |