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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 | $66,161 | $64,719+2.2% | $112,249-41.1% | $68,486-3.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.03% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $7,558 | $2,747+175.2% | $3,636+107.9% | $2,597+191.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,844 | $5,232+88.1% | $6,412+53.5% | $5,404+82.2% |