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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 | $44,937 | $83,908-46.4% | $68,509-34.4% | $125,388-64.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.46% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $5,565 | $3,031+83.6% | $2,278+144.3% | $4,866+14.4% |
| Participant deferral / active EE | $4,043 | $4,125-2.0% | $3,382+19.5% | $5,352-24.5% |
| Admin fee / account holder | $16,481 | $8,982+83.5% | $5,275+212.5% | $9,541+72.7% |