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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 | $196,907 | $59,819+229.2% | $79,583+147.4% | $68,490+187.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.30% | -12.30%-3.0pp | 0.16%-15.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,924 | $1,505+160.7% | $2,414+62.6% | $2,597+51.1% |
| Participant deferral / active EE | $6,152 | $3,025+103.4% | $3,986+54.4% | $4,028+52.7% |
| Admin fee / account holder | $28,215 | $4,835+483.5% | $6,835+312.8% | $5,403+422.2% |