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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 | $64,351 | $71,878-10.5% | $86,698-25.8% | $68,486-6.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -4.94% | 3.53%-8.5pp | 35.95%-40.9pp | -7.85%+2.9pp |
| Employer contribution / active EE | $11,030 | $2,173+407.5% | $2,837+288.8% | $2,597+324.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,353 | $6,113+85.7% | $7,493+51.5% | $5,404+110.1% |