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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 | $222,368 | $73,009+204.6% | $90,756+145.0% | $68,495+224.6% |
| Participation rate | 96.4% | 70.8%+25.6pp | 75.7%+20.7pp | 67.9%+28.5pp |
| Annual return | -15.07% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $11,256 | $2,193+413.4% | $2,922+285.3% | $2,596+333.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,721 | $5,896+302.4% | $8,445+180.9% | $5,403+339.0% |