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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 | $172,352 | $73,019+136.0% | $90,766+89.9% | $68,490+151.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.20% | -13.81%+1.6pp | -12.16%0pp | -7.85%-4.3pp |
| Employer contribution / active EE | $12,206 | $2,193+456.7% | $2,922+317.7% | $2,597+370.0% |
| Participant deferral / active EE | $8,181 | $3,626+125.6% | $4,565+79.2% | $4,028+103.1% |
| Admin fee / account holder | $64,748 | $5,897+998.1% | $8,446+666.6% | $5,403+1098.4% |