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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 | $123,968 | $57,352+116.2% | $83,830+47.9% | $64,173+93.2% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -6.01% | 11.38%-17.4pp | 850.97%-857.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,932 | $2,546+15.2% | $3,631-19.3% | $2,381+23.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,780 | $4,046-31.3% | $5,479-49.3% | $4,887-43.1% |