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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 | $80,545 | $64,716+24.5% | $112,258-28.3% | $68,495+17.6% |
| Participation rate | 95.6% | 67.2%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $7,965 | $2,746+190.0% | $3,636+119.1% | $2,596+206.8% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $341 | $5,232-93.5% | $6,411-94.7% | $5,403-93.7% |