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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 | $103,591 | $65,704+57.7% | $94,229+9.9% | $59,633+73.7% |
| Participation rate | 94.2% | 72.1%+22.1pp | 78.8%+15.5pp | 68.7%+25.6pp |
| Annual return | -1.14% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,692 | $2,021+280.7% | $3,587+114.5% | $2,203+249.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20,005 | $4,265+369.1% | $6,269+219.1% | $4,297+365.6% |