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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 | $113,266 | $59,819+89.3% | $79,583+42.3% | $68,490+65.4% |
| Participation rate | 93.9% | 61.1%+32.8pp | 69.5%+24.4pp | 67.9%+26.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $11,980 | $1,505+695.8% | $2,414+396.3% | $2,597+361.3% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $332 | $4,835-93.1% | $6,835-95.1% | $5,403-93.9% |