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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 | $99,146 | $59,819+65.7% | $79,583+24.6% | $68,490+44.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -5.19% | -12.30%+7.1pp | 0.16%-5.4pp | -7.85%+2.7pp |
| Employer contribution / active EE | $3,080 | $1,505+104.6% | $2,414+27.6% | $2,597+18.6% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,097 | $4,835+170.9% | $6,835+91.6% | $5,403+142.4% |