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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 | $166,737 | $71,873+132.0% | $86,698+92.3% | $68,490+143.4% |
| Participation rate | 87.1% | 72.2%+14.8pp | 76.6%+10.5pp | 67.9%+19.2pp |
| Annual return | -18.20% | 3.54%-21.7pp | 35.96%-54.2pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,169 | $3,779+116.2% | $4,656+75.4% | $4,028+102.8% |
| Admin fee / account holder | $88,575 | $6,110+1349.6% | $7,492+1082.3% | $5,403+1539.4% |