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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 | $130,870 | $69,541+88.2% | $59,899+118.5% | $135,380-3.3% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.7%+20.5pp | 82.6%+12.6pp |
| Annual return | -1.84% | 7.95%-9.8pp | 3.46%-5.3pp | 519.81%-521.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,804 | $4,206+252.0% | $3,402+335.1% | $5,609+163.9% |
| Admin fee / account holder | $596 | $5,737-89.6% | $3,592-83.4% | $10,828-94.5% |