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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 | $138,618 | $73,863+87.7% | $143,797-3.6% | $68,490+102.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -4.31% | 0.91%-5.2pp | -0.04%-4.3pp | -7.85%+3.5pp |
| Employer contribution / active EE | $3,399 | $3,185+6.7% | $4,952-31.4% | $2,597+30.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,885 | $5,756-49.9% | $14,679-80.3% | $5,403-46.6% |