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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 | $146,576 | $42,909+241.6% | $60,906+140.7% | $68,486+114.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -13.72% | -13.99%+0.3pp | 16.94%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $11,083 | $1,979+460.1% | $2,703+310.0% | $2,597+326.8% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,318 | $3,104+168.0% | $3,227+157.8% | $5,404+53.9% |