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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 | $238,751 | $87,546+172.7% | $75,784+215.0% | $125,389+90.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.21% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,293 | $4,230-45.8% | $3,652-37.2% | $5,352-57.2% |
| Admin fee / account holder | $4,947 | $6,503-23.9% | $5,300-6.7% | $9,541-48.1% |