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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 | $146,252 | $110,083+32.9% | $151,645-3.6% | $68,490+113.5% |
| Participation rate | 81.8% | 84.0%-2.1pp | 87.5%-5.7pp | 67.9%+13.9pp |
| Annual return | -3.14% | -10.12%+7.0pp | 3.34%-6.5pp | -7.85%+4.7pp |
| Employer contribution / active EE | $11,515 | $4,470+157.6% | $6,165+86.8% | $2,597+343.5% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,581 | $7,718+24.1% | $11,614-17.5% | $5,403+77.3% |