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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 | $148,443 | $92,219+61.0% | $76,768+93.4% | $135,379+9.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.84% | 5.46%-8.3pp | 2.43%-5.3pp | 519.79%-522.6pp |
| Employer contribution / active EE | $909 | $3,216-71.7% | $2,485-63.4% | $4,779-81.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $59,191 | $10,749+450.7% | $6,675+786.7% | $10,828+446.7% |