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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 | $147,935 | $59,813+147.3% | $79,580+85.9% | $68,486+116.0% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | -19.16% | -12.30%-6.9pp | 0.15%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $3,560 | $1,505+136.5% | $2,413+47.5% | $2,597+37.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,095 | $4,835+377.7% | $6,835+237.9% | $5,404+327.4% |