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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 | $141,113 | $110,083+28.2% | $151,628-6.9% | $68,495+106.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $10,099 | $4,470+125.9% | $6,165+63.8% | $2,596+289.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,527 | $7,718-41.3% | $11,613-61.0% | $5,403-16.2% |