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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 | $98,943 | $71,873+37.7% | $86,698+14.1% | $68,490+44.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.91% | 3.54%-14.4pp | 35.96%-46.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $6,295 | $2,173+189.7% | $2,837+121.9% | $2,597+142.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $21,156 | $6,110+246.2% | $7,492+182.4% | $5,403+291.6% |