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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 | $136,542 | $64,719+111.0% | $112,249+21.6% | $68,486+99.4% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -0.43% | -11.40%+11.0pp | 27.48%-27.9pp | -7.85%+7.4pp |
| Employer contribution / active EE | $7,222 | $2,747+163.0% | $3,636+98.6% | $2,597+178.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,108 | $5,232-2.4% | $6,412-20.3% | $5,404-5.5% |