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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 | $150,642 | $73,863+103.9% | $143,797+4.8% | $68,490+119.9% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,362 | $3,385+58.4% | $5,638-4.9% | $4,028+33.1% |
| Admin fee / account holder | $881 | $5,756-84.7% | $14,679-94.0% | $5,403-83.7% |