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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 | $87,644 | $53,806+62.9% | $61,491+42.5% | $68,495+28.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 2.95% | -15.68%+18.6pp | -12.98%+15.9pp | -7.84%+10.8pp |
| Employer contribution / active EE | $5,275 | $3,218+63.9% | $4,246+24.2% | $2,596+103.2% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $5,188-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,319 | $5,999+238.7% | $4,312+371.2% | $5,403+276.0% |