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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 | $152,639 | $56,339+170.9% | $104,301+46.3% | $68,486+122.9% |
| Participation rate | 96.8% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.9pp |
| Annual return | -5.11% | -9.19%+4.1pp | 24.61%-29.7pp | -7.85%+2.7pp |
| Employer contribution / active EE | $10,893 | $1,960+455.8% | $3,373+223.0% | $2,597+319.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $26,027 | $4,902+431.0% | $7,340+254.6% | $5,404+381.6% |