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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 | $213,318 | $64,719+229.6% | $112,249+90.0% | $68,486+211.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.84% | -11.40%-2.4pp | 27.48%-41.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,778 | $2,747+1.1% | $3,636-23.6% | $2,597+7.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,134 | $5,232-21.0% | $6,412-35.5% | $5,404-23.5% |