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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 | $104,232 | $64,729+61.0% | $112,263-7.2% | $68,490+52.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.03% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $28,937 | $2,746+953.8% | $3,636+695.8% | $2,597+1014.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,686 | $5,222+277.0% | $6,410+207.1% | $5,403+264.4% |