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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 | $138,078 | $73,019+89.1% | $90,766+52.1% | $68,490+101.6% |
| Participation rate | 96.0% | 70.8%+25.2pp | 75.7%+20.3pp | 67.9%+28.1pp |
| Annual return | -3.38% | -13.81%+10.4pp | -12.16%+8.8pp | -7.85%+4.5pp |
| Employer contribution / active EE | $8,000 | $2,193+264.9% | $2,922+173.8% | $2,597+208.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,894 | $5,897+84.7% | $8,446+29.0% | $5,403+101.6% |