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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 | $135,152 | $54,355+148.6% | $82,744+63.3% | $68,486+97.3% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | -2.63% | -13.67%+11.0pp | 702.22%-704.8pp | -7.85%+5.2pp |
| Employer contribution / active EE | $3,412 | $2,219+53.8% | $3,008+13.4% | $2,597+31.4% |
| Participant deferral / active EE | $9,062 | $3,246+179.1% | $4,395+106.2% | $4,028+125.0% |
| Admin fee / account holder | $2,269 | $4,397-48.4% | $5,325-57.4% | $5,404-58.0% |