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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 | $113,036 | $48,235+134.3% | $68,803+64.3% | $68,490+65.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -9.46% | -12.70%+3.2pp | -6.37%-3.1pp | -7.85%-1.6pp |
| Employer contribution / active EE | $2,655 | $1,829+45.2% | $2,6560% | $2,597+2.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,309 | $4,361-70.0% | $4,936-73.5% | $5,403-75.8% |