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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 | $189,007 | $72,404+161.0% | $110,243+71.4% | $64,173+194.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -1.57% | -6.29%+4.7pp | 314.76%-316.3pp | 7.63%-9.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,859 | $3,469+213.0% | $4,672+132.4% | $3,470+213.0% |
| Admin fee / account holder | $7,775 | $5,664+37.3% | $8,548-9.0% | $4,887+59.1% |