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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 | $160,403 | $81,870+95.9% | $119,634+34.1% | $68,490+134.2% |
| Participation rate | 91.2% | 71.9%+19.3pp | 79.3%+11.9pp | 67.9%+23.3pp |
| Annual return | -4.26% | -23.82%+19.6pp | -14.98%+10.7pp | -7.85%+3.6pp |
| Employer contribution / active EE | $10,353 | $2,692+284.6% | $4,232+144.6% | $2,597+298.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $43,565 | $6,583+561.8% | $10,329+321.8% | $5,403+706.3% |