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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 | $97,617 | $42,910+127.5% | $60,919+60.2% | $68,490+42.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.54% | -13.99%+3.5pp | 16.96%-27.5pp | -7.85%-2.7pp |
| Employer contribution / active EE | $7,988 | $1,978+303.8% | $2,704+195.4% | $2,597+207.6% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $28,652 | $3,104+822.9% | $3,228+787.7% | $5,403+430.3% |