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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 | $125,764 | $49,280+155.2% | $67,313+86.8% | $64,173+96.0% |
| Participation rate | 93.8% | 60.8%+33.0pp | 69.1%+24.7pp | 69.6%+24.2pp |
| Annual return | -6.17% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $9,322 | $1,668+458.7% | $2,566+263.3% | $2,381+291.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $424 | $3,863-89.0% | $4,507-90.6% | $4,887-91.3% |