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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 | $125,713 | $54,370+131.2% | $82,763+51.9% | $68,490+83.5% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | 1.13% | -13.67%+14.8pp | 702.45%-701.3pp | -7.85%+9.0pp |
| Employer contribution / active EE | $17,013 | $2,219+666.6% | $3,008+465.5% | $2,597+555.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,322 | $4,398+271.1% | $5,325+206.5% | $5,403+202.1% |