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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 | $112,531 | $50,947+120.9% | $74,549+50.9% | $64,173+75.4% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.1%+28.9pp | 69.6%+28.5pp |
| Annual return | -3.84% | -1.85%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $8,873 | $1,115+695.5% | $1,961+352.5% | $2,381+272.7% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,748 | $4,221+107.2% | $5,059+72.9% | $4,887+79.0% |