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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 | $218,887 | $64,719+238.2% | $112,249+95.0% | $68,486+219.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.57% | -11.40%-1.2pp | 27.48%-40.1pp | -7.85%-4.7pp |
| Employer contribution / active EE | $5,977 | $2,747+117.6% | $3,636+64.4% | $2,597+130.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,400 | $5,232-15.9% | $6,412-31.4% | $5,404-18.6% |