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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 | $84,706 | $73,848+14.7% | $143,799-41.1% | $68,486+23.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.27% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $4,133 | $3,184+29.8% | $4,952-16.6% | $2,597+59.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,188 | $5,755+111.8% | $14,677-17.0% | $5,404+125.5% |