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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 | $228,017 | $49,177+363.7% | $79,467+186.9% | $64,173+255.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.67% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,541 | $2,076+407.7% | $2,800+276.4% | $2,381+342.7% |
| Participant deferral / active EE | $9,119 | $2,821+223.2% | $3,704+146.2% | $3,470+162.8% |
| Admin fee / account holder | $41,517 | $3,839+981.5% | $5,104+713.4% | $4,887+749.5% |