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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 | $156,235 | $49,177+217.7% | $79,466+96.6% | $64,173+143.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -3.42% | -1.16%-2.3pp | 718.28%-721.7pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,953 | $2,076-5.9% | $2,800-30.2% | $2,381-18.0% |
| Participant deferral / active EE | $5,473 | $2,821+94.0% | $3,704+47.8% | $3,470+57.7% |
| Admin fee / account holder | $73,289 | $3,839+1809.1% | $5,104+1335.9% | $4,887+1399.6% |