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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 | $108,831 | $50,947+113.6% | $74,551+46.0% | $64,173+69.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.81% | -1.85%-4.0pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,363 | $1,115+739.4% | $1,961+377.5% | $2,381+293.3% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $571 | $4,221-86.5% | $5,059-88.7% | $4,887-88.3% |