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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 | $151,097 | $71,873+110.2% | $86,698+74.3% | $68,490+120.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.28% | 3.54%-15.8pp | 35.96%-48.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $2,939 | $2,173+35.2% | $2,837+3.6% | $2,597+13.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,009 | $6,110+96.5% | $7,492+60.3% | $5,403+122.3% |