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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 | $150,368 | $49,177+205.8% | $79,467+89.2% | $64,173+134.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.99% | -1.16%-3.8pp | 718.30%-723.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,416 | $2,076+112.7% | $2,800+57.7% | $2,381+85.5% |
| Participant deferral / active EE | $7,881 | $2,821+179.3% | $3,704+112.8% | $3,470+127.2% |
| Admin fee / account holder | $22,680 | $3,839+490.8% | $5,104+344.3% | $4,887+364.0% |