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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 | $173,712 | $77,817+123.2% | $123,553+40.6% | $64,173+170.7% |
| Participation rate | 98.0% | 74.7%+23.2pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -3.65% | 12.49%-16.1pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,387 | $3,014+12.4% | $4,628-26.8% | $2,381+42.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $42,604 | $5,519+671.9% | $9,284+358.9% | $4,887+771.7% |