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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 | $84,207 | $59,819+40.8% | $79,583+5.8% | $68,490+22.9% |
| Participation rate | 91.1% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -17.41% | -12.30%-5.1pp | 0.16%-17.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $4,563 | $1,505+203.1% | $2,414+89.1% | $2,597+75.7% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,492 | $4,835+96.3% | $6,835+38.9% | $5,403+75.7% |