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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 | $186,801 | $73,009+155.9% | $90,756+105.8% | $68,495+172.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -11.43% | -13.81%+2.4pp | -12.16%+0.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,919 | $2,193+215.5% | $2,922+136.8% | $2,596+166.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $66,320 | $5,896+1024.9% | $8,445+685.3% | $5,403+1127.4% |