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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 | $70,360 | $39,162+79.7% | $100,671-30.1% | $59,632+18.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -0.42% | 21.07%-21.5pp | 20.43%-20.8pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $4,561 | $1,151+296.4% | $4,012+13.7% | $2,203+107.1% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,967 | $2,969-0.1% | $4,850-38.8% | $4,297-30.9% |