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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 | $85,764 | $56,339+52.2% | $104,299-17.8% | $68,490+25.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -12.67% | -9.19%-3.5pp | 24.62%-37.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $2,062 | $1,960+5.2% | $3,373-38.9% | $2,597-20.6% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,442 | $4,902-70.6% | $7,339-80.4% | $5,403-73.3% |