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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 | $248,154 | $110,083+125.4% | $151,645+63.6% | $68,490+262.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.21% | -10.12%+0.9pp | 3.34%-12.6pp | -7.85%-1.4pp |
| Employer contribution / active EE | $3,022 | $4,470-32.4% | $6,165-51.0% | $2,597+16.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,036 | $7,718+198.5% | $11,614+98.4% | $5,403+326.4% |