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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 | $164,163 | $72,404+126.7% | $110,243+48.9% | $64,173+155.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.37% | -6.29%+1.9pp | 314.76%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,310 | $2,282+1.3% | $3,827-39.6% | $2,381-3.0% |
| Participant deferral / active EE | $7,519 | $3,469+116.7% | $4,672+60.9% | $3,470+116.7% |
| Admin fee / account holder | $16,503 | $5,664+191.3% | $8,548+93.1% | $4,887+237.7% |