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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 | $73,361 | $49,177+49.2% | $79,466-7.7% | $64,173+14.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.01% | -1.16%-2.9pp | 718.28%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $8,929 | $2,076+330.0% | $2,800+218.9% | $2,381+275.0% |
| Participant deferral / active EE | $1,420 | $2,821-49.7% | $3,704-61.7% | $3,470-59.1% |
| Admin fee / account holder | $27,955 | $3,839+628.2% | $5,104+447.7% | $4,887+472.0% |