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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 | $118,463 | $72,404+63.6% | $110,243+7.5% | $64,173+84.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.68% | -6.29%+3.6pp | 314.76%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,192 | $2,282+127.6% | $3,827+35.7% | $2,381+118.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $40,580 | $5,664+616.4% | $8,548+374.7% | $4,887+730.3% |