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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 | $179,309 | $46,697+284.0% | $117,533+52.6% | $68,486+161.8% |
| Participation rate | 98.3% | 56.8%+41.6pp | 70.6%+27.7pp | 67.9%+30.4pp |
| Annual return | -14.05% | -14.52%+0.5pp | 29.77%-43.8pp | -7.85%-6.2pp |
| Employer contribution / active EE | $17,652 | $1,506+1072.5% | $4,179+322.4% | $2,597+579.8% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $32,379 | $4,023+704.9% | $5,647+473.4% | $5,404+499.2% |