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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 | $159,806 | $73,009+118.9% | $90,760+76.1% | $68,486+133.3% |
| Participation rate | 96.3% | 70.8%+25.5pp | 75.7%+20.6pp | 67.9%+28.4pp |
| Annual return | -15.43% | -13.81%-1.6pp | -12.16%-3.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $11,605 | $2,193+429.3% | $2,922+297.2% | $2,597+346.9% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $928 | $5,896-84.3% | $8,444-89.0% | $5,404-82.8% |