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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 | $155,995 | $73,863+111.2% | $143,797+8.5% | $68,490+127.8% |
| Participation rate | 92.6% | 66.7%+26.0pp | 80.3%+12.3pp | 67.9%+24.8pp |
| Annual return | -15.95% | 0.91%-16.9pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,436 | $3,385+90.2% | $5,638+14.2% | $4,028+59.8% |
| Admin fee / account holder | $3,656 | $5,756-36.5% | $14,679-75.1% | $5,403-32.3% |