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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 | $107,113 | $59,819+79.1% | $79,583+34.6% | $68,490+56.4% |
| Participation rate | 97.8% | 61.1%+36.8pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | -2.21% | -12.30%+10.1pp | 0.16%-2.4pp | -7.85%+5.6pp |
| Employer contribution / active EE | $10,655 | $1,505+607.8% | $2,414+341.4% | $2,597+310.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,059 | $4,835-36.7% | $6,835-55.2% | $5,403-43.4% |