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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 | $152,363 | $73,863+106.3% | $143,797+6.0% | $68,490+122.5% |
| Participation rate | 82.6% | 66.7%+15.9pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -7.57% | 0.91%-8.5pp | -0.04%-7.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,445 | $3,385+60.9% | $5,638-3.4% | $4,028+35.2% |
| Admin fee / account holder | $8,607 | $5,756+49.5% | $14,679-41.4% | $5,403+59.3% |