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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 | $117,623 | $67,214+75.0% | $61,491+91.3% | $134,532-12.6% |
| Participation rate | 85.7% | 83.7%+2.0pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | 0.21% | -12.08%+12.3pp | -12.98%+13.2pp | 418.27%-418.1pp |
| Employer contribution / active EE | $5,466 | $4,974+9.9% | $4,246+28.7% | $4,741+15.3% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,845 | $4,610+395.5% | $4,312+429.8% | $11,429+99.9% |