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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 | $92,224 | $48,267+91.1% | $68,808+34.0% | $68,486+34.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -10.35% | -12.70%+2.4pp | -6.37%-4.0pp | -7.85%-2.5pp |
| Employer contribution / active EE | $15,532 | $1,829+749.2% | $2,656+484.8% | $2,597+498.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,259 | $4,362+249.8% | $4,936+209.2% | $5,404+182.4% |