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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 | $130,677 | $81,870+59.6% | $119,622+9.2% | $68,486+90.8% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | -14.77% | -23.82%+9.0pp | -14.98%+0.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $7,895 | $2,692+193.3% | $4,232+86.5% | $2,597+204.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,190 | $6,583-81.9% | $10,328-88.5% | $5,404-78.0% |