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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 | $133,944 | $64,729+106.9% | $112,263+19.3% | $68,490+95.6% |
| Participation rate | 98.3% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.4pp |
| Annual return | -16.03% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,579 | $2,746+176.0% | $3,636+108.4% | $2,597+191.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $55,068 | $5,222+954.6% | $6,410+759.0% | $5,403+919.2% |