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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 | $123,968 | $42,910+188.9% | $60,919+103.5% | $68,490+81.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.57% | -13.99%+0.4pp | 16.96%-30.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,704 | $2,866+308.4% | $3,814+206.8% | $4,028+190.6% |
| Admin fee / account holder | $2,711 | $3,104-12.7% | $3,228-16.0% | $5,403-49.8% |