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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 | $109,286 | $43,344+152.1% | $59,899+82.5% | $64,173+70.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.71% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,588 | $2,030+76.8% | $2,723+31.8% | $2,381+50.7% |
| Participant deferral / active EE | $5,748 | $2,547+125.7% | $3,402+68.9% | $3,470+65.7% |
| Admin fee / account holder | $20,526 | $3,008+582.3% | $3,592+471.4% | $4,887+320.0% |