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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 | $195,494 | $45,566+329.0% | $64,105+205.0% | $59,633+227.8% |
| Participation rate | 84.2% | 60.2%+24.0pp | 68.2%+16.0pp | 68.7%+15.5pp |
| Annual return | -2.46% | 4.95%-7.4pp | 791.24%-793.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $973 | $2,057-52.7% | $2,822-65.5% | $3,192-69.5% |
| Admin fee / account holder | $6,306 | $3,268+93.0% | $4,499+40.2% | $4,297+46.8% |