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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 | $152,819 | $64,706+136.2% | $112,244+36.1% | $68,498+123.1% |
| Participation rate | 95.6% | 67.1%+28.4pp | 75.1%+20.5pp | 67.9%+27.7pp |
| Annual return | -15.36% | -11.40%-4.0pp | 27.46%-42.8pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,544 | $3,565+55.5% | $4,728+17.3% | $4,027+37.7% |
| Admin fee / account holder | $10,616 | $5,231+102.9% | $6,411+65.6% | $5,403+96.5% |