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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 | $127,952 | $42,383+201.9% | $76,518+67.2% | $64,173+99.4% |
| Participation rate | 97.7% | 58.1%+39.6pp | 68.0%+29.7pp | 69.6%+28.2pp |
| Annual return | -1.82% | -16.54%+14.7pp | -0.27%-1.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $10,002 | $1,563+539.8% | $2,647+277.8% | $2,381+320.1% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,333 | $3,198+223.1% | $4,849+113.1% | $4,887+111.4% |