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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 | $235,575 | $48,267+388.1% | $68,808+242.4% | $68,486+244.0% |
| Participation rate | 97.0% | 60.7%+36.3pp | 69.0%+28.0pp | 67.9%+29.1pp |
| Annual return | -5.78% | -12.70%+6.9pp | -6.37%+0.6pp | -7.85%+2.1pp |
| Employer contribution / active EE | $12,602 | $1,829+589.0% | $2,656+374.5% | $2,597+385.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $65,129 | $4,362+1392.9% | $4,936+1219.5% | $5,404+1105.2% |