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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 | $59,819+136.0% | $79,583+77.4% | $68,490+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 | 0.16%-15.0pp | -7.85%-6.9pp |
| Employer contribution / active EE | $13,243 | $1,505+779.8% | $2,414+448.7% | $2,597+410.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,956 | $4,835-18.2% | $6,835-42.1% | $5,403-26.8% |