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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 | $185,514 | $45,872+304.4% | $77,100+140.6% | $68,490+170.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.12% | 1.73%-18.8pp | 42.35%-59.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,312 | $1,650+100.7% | $2,815+17.6% | $2,597+27.5% |
| Participant deferral / active EE | $8,097 | $2,963+173.3% | $4,430+82.8% | $4,028+101.0% |
| Admin fee / account holder | $7,648 | $3,041+151.5% | $5,443+40.5% | $5,403+41.5% |