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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 | $37,425 | $72,177-48.1% | $115,038-67.5% | $59,633-37.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.21% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,978 | $2,841+75.2% | $4,608+8.0% | $2,203+126.0% |
| Participant deferral / active EE | $6,651 | $4,783+39.1% | $6,026+10.4% | $3,192+108.4% |
| Admin fee / account holder | $3,796 | $4,927-22.9% | $8,175-53.6% | $4,297-11.6% |