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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 | $204,702 | $64,716+216.3% | $112,258+82.3% | $68,495+198.9% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -13.40% | -11.40%-2.0pp | 27.47%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,727 | $3,565+285.0% | $4,728+190.3% | $4,028+240.8% |
| Admin fee / account holder | $12,995 | $5,232+148.4% | $6,411+102.7% | $5,403+140.5% |