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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 | $148,750 | $81,870+81.7% | $119,622+24.3% | $68,486+117.2% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -4.32% | -23.82%+19.5pp | -14.98%+10.7pp | -7.85%+3.5pp |
| Employer contribution / active EE | $12,522 | $2,692+365.2% | $4,232+195.9% | $2,597+382.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,150 | $6,583-37.0% | $10,328-59.8% | $5,404-23.2% |