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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 | $75,966 | $64,176+18.4% | $112,263-32.3% | $66,949+13.5% |
| Participation rate | 98.3% | 68.4%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.49%-27.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $10,340 | $3,007+243.9% | $3,636+184.4% | $2,545+306.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $9,577 | $626+1430.3% | $6,410+49.4% | $594+1513.4% |