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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 | $72,570 | $64,729+12.1% | $112,263-35.4% | $68,490+6.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -10.69% | -11.40%+0.7pp | 27.49%-38.2pp | -7.85%-2.8pp |
| Employer contribution / active EE | $10,598 | $2,746+286.0% | $3,636+191.5% | $2,597+308.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,220 | $5,222-57.5% | $6,410-65.4% | $5,403-58.9% |