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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 | $125,883 | $77,817+61.8% | $123,553+1.9% | $64,173+96.2% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -3.28% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $16,100 | $5,240+207.3% | $6,426+150.6% | $3,470+364.0% |
| Admin fee / account holder | $11,465 | $5,519+107.7% | $9,284+23.5% | $4,887+134.6% |