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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 | $82,054 | $56,339+45.6% | $104,299-21.3% | $68,490+19.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -0.16% | -9.19%+9.0pp | 24.62%-24.8pp | -7.85%+7.7pp |
| Employer contribution / active EE | $5,568 | $1,960+184.1% | $3,373+65.1% | $2,597+114.4% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,910 | $4,902+0.2% | $7,339-33.1% | $5,403-9.1% |