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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 | $150,903 | $56,339+167.8% | $104,301+44.7% | $68,495+120.3% |
| Participation rate | 78.6% | 63.3%+15.3pp | 73.3%+5.3pp | 67.9%+10.7pp |
| Annual return | -17.82% | -9.19%-8.6pp | 24.61%-42.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $14,709 | $1,960+650.4% | $3,373+336.1% | $2,596+466.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $30,359 | $4,902+519.4% | $7,340+313.6% | $5,403+461.9% |