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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 | $163,628 | $72,404+126.0% | $110,243+48.4% | $64,173+155.0% |
| Participation rate | 98.7% | 73.3%+25.3pp | 79.8%+18.8pp | 69.6%+29.1pp |
| Annual return | -6.30% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $11,446 | $2,282+401.7% | $3,827+199.1% | $2,381+380.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $881 | $5,664-84.4% | $8,548-89.7% | $4,887-82.0% |