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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 | $87,193 | $56,339+54.8% | $104,301-16.4% | $68,486+27.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -14.90% | -9.19%-5.7pp | 24.61%-39.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $10,000 | $1,960+410.2% | $3,373+196.5% | $2,597+285.1% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,734 | $4,902-44.2% | $7,340-62.7% | $5,404-49.4% |