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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 | $89,273 | $64,729+37.9% | $112,263-20.5% | $68,490+30.3% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.2pp |
| Annual return | -7.67% | -11.40%+3.7pp | 27.49%-35.2pp | -7.85%+0.2pp |
| Employer contribution / active EE | $19,467 | $2,746+608.9% | $3,636+435.4% | $2,597+649.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,067 | $5,222+188.6% | $6,410+135.0% | $5,403+178.9% |