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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 | $188,180 | $71,873+161.8% | $86,698+117.1% | $68,490+174.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.38% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $4,054 | $2,173+86.5% | $2,837+42.9% | $2,597+56.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,497 | $6,110+22.7% | $7,492+0.1% | $5,403+38.8% |