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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 | $117,093 | $64,716+80.9% | $112,258+4.3% | $68,495+71.0% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -11.57% | -11.40%-0.2pp | 27.47%-39.0pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,497 | $3,565+26.1% | $4,728-4.9% | $4,028+11.6% |
| Admin fee / account holder | $943 | $5,232-82.0% | $6,411-85.3% | $5,403-82.6% |