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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 | $64,147 | $72,404-11.4% | $110,243-41.8% | $64,1730% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.23% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,212 | $2,282-3.0% | $3,827-42.2% | $2,381-7.1% |
| Participant deferral / active EE | $2,863 | $3,469-17.5% | $4,672-38.7% | $3,470-17.5% |
| Admin fee / account holder | $12,922 | $5,664+128.1% | $8,548+51.2% | $4,887+164.4% |