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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 | $108,299 | $43,344+149.9% | $59,899+80.8% | $64,173+68.8% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | -1.81% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,525 | $2,547+313.1% | $3,402+209.3% | $3,470+203.3% |
| Admin fee / account holder | $7,584 | $3,008+152.1% | $3,592+111.1% | $4,887+55.2% |