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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 | $86,015 | $73,009+17.8% | $90,760-5.2% | $68,486+25.6% |
| Participation rate | 98.2% | 70.8%+27.4pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -1.63% | -13.81%+12.2pp | -12.16%+10.5pp | -7.85%+6.2pp |
| Employer contribution / active EE | $12,500 | $2,193+470.1% | $2,922+327.8% | $2,597+381.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,429 | $5,896-41.8% | $8,444-59.4% | $5,404-36.6% |