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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 | $140,539 | $110,083+27.7% | $151,645-7.3% | $68,490+105.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.09% | -10.12%-8.0pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $13,428 | $4,470+200.4% | $6,165+117.8% | $2,597+417.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,585 | $7,718-40.6% | $11,614-60.5% | $5,403-15.1% |