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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 | $53,277 | $167,362-68.2% | $143,799-63.0% | $134,532-60.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.33% | 0.47%-8.8pp | -0.04%-8.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $4,806 | $5,620-14.5% | $4,952-2.9% | $4,741+1.4% |
| Participant deferral / active EE | $3,865 | $6,447-40.0% | $5,638-31.4% | $6,401-39.6% |
| Admin fee / account holder | $43,924 | $18,094+142.8% | $14,677+199.3% | $11,429+284.3% |