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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 | $110,576 | $25,979+325.6% | $71,778+54.1% | $68,490+61.4% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -3.29% | -15.10%+11.8pp | 9.15%-12.4pp | -7.85%+4.6pp |
| Employer contribution / active EE | $5,252 | $900+483.2% | $1,704+208.1% | $2,597+102.2% |
| Participant deferral / active EE | $7,657 | $1,522+403.0% | $2,656+188.2% | $4,028+90.1% |
| Admin fee / account holder | $54,957 | $2,022+2618.4% | $3,974+1283.1% | $5,403+917.2% |