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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 | $141,181 | $59,805+136.1% | $79,551+77.5% | $68,498+106.1% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -14.80% | -12.30%-2.5pp | 0.14%-14.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $13,243 | $1,505+780.0% | $2,413+448.9% | $2,596+410.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,956 | $4,835-18.2% | $6,833-42.1% | $5,403-26.8% |