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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 | $142,249 | $58,577+142.8% | $83,323+70.7% | $64,181+121.6% |
| Participation rate | 81.1% | 72.0%+9.1pp | 77.8%+3.4pp | 69.6%+11.6pp |
| Annual return | -6.00% | 9.65%-15.6pp | 10.63%-16.6pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,672 | $4,654+64.8% | $5,565+37.9% | $3,470+121.1% |
| Admin fee / account holder | $27,670 | $9,275+198.3% | $7,539+267.0% | $4,887+466.2% |