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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 | $143,962 | $72,404+98.8% | $110,243+30.6% | $64,173+124.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.98% | -6.29%+1.3pp | 314.76%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,053 | $2,282-10.0% | $3,827-46.3% | $2,381-13.8% |
| Participant deferral / active EE | $5,172 | $3,469+49.1% | $4,672+10.7% | $3,470+49.1% |
| Admin fee / account holder | $2,691 | $5,664-52.5% | $8,548-68.5% | $4,887-44.9% |