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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 | $119,599 | $81,870+46.1% | $119,6220% | $68,486+74.6% |
| Participation rate | 95.8% | 71.9%+23.9pp | 79.3%+16.5pp | 67.9%+27.9pp |
| Annual return | -15.55% | -23.82%+8.3pp | -14.98%-0.6pp | -7.85%-7.7pp |
| Employer contribution / active EE | $11,268 | $2,692+318.6% | $4,232+166.2% | $2,597+333.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,232 | $6,583-5.3% | $10,328-39.7% | $5,404+15.3% |