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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 | $97,452 | $59,834+62.9% | $79,576+22.5% | $68,495+42.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.93% | -12.30%-3.6pp | 0.15%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,206 | $1,505+46.6% | $2,413-8.6% | $2,596-15.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,007 | $4,835+65.6% | $6,834+17.2% | $5,403+48.2% |