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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 | $73,930 | $42,910+72.3% | $60,919+21.4% | $68,490+7.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -6.69% | -13.99%+7.3pp | 16.96%-23.7pp | -7.85%+1.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,034 | $2,866+5.9% | $3,814-20.4% | $4,028-24.7% |
| Admin fee / account holder | $2,619 | $3,104-15.6% | $3,228-18.9% | $5,403-51.5% |