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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 | $107,508 | $48,267+122.7% | $68,808+56.2% | $68,486+57.0% |
| Participation rate | 96.4% | 60.7%+35.7pp | 69.0%+27.3pp | 67.9%+28.5pp |
| Annual return | -13.46% | -12.70%-0.8pp | -6.37%-7.1pp | -7.85%-5.6pp |
| Employer contribution / active EE | $6,364 | $1,829+247.9% | $2,656+139.6% | $2,597+145.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,285 | $4,362+273.3% | $4,936+229.9% | $5,404+201.4% |