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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 | $69,961 | $54,162+29.2% | $68,612+2.0% | $64,173+9.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -0.66% | -1.62%+1.0pp | -4.63%+4.0pp | 7.63%-8.3pp |
| Employer contribution / active EE | $3,350 | $1,846+81.5% | $2,625+27.6% | $2,381+40.7% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,647 | $4,029+164.3% | $5,131+107.5% | $4,887+117.9% |