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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 | $164,329 | $71,873+128.6% | $86,698+89.5% | $68,490+139.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.12% | 3.54%-6.7pp | 35.96%-39.1pp | -7.85%+4.7pp |
| Employer contribution / active EE | $2,799 | $2,173+28.8% | $2,837-1.3% | $2,597+7.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,111 | $6,110-81.8% | $7,492-85.2% | $5,403-79.4% |