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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 | $176,215 | $54,370+224.1% | $82,763+112.9% | $68,490+157.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 7.22% | -13.67%+20.9pp | 702.45%-695.2pp | -7.85%+15.1pp |
| Employer contribution / active EE | $2,388 | $2,219+7.6% | $3,008-20.6% | $2,597-8.0% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,387 | $4,398-68.5% | $5,325-73.9% | $5,403-74.3% |