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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 | $148,403 | $43,730+239.4% | $121,220+22.4% | $64,173+131.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.26% | 68.94%-71.2pp | 16.94%-19.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,691 | $2,281+149.5% | $3,345+70.1% | $3,470+64.0% |
| Admin fee / account holder | $9,411 | $3,502+168.7% | $5,021+87.4% | $4,887+92.6% |