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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 | $71,659 | $69,518+3.1% | $59,883+19.7% | $135,382-47.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -0.74% | 7.95%-8.7pp | 3.46%-4.2pp | 519.77%-520.5pp |
| Employer contribution / active EE | $5,810 | $3,235+79.6% | $2,722+113.4% | $4,779+21.6% |
| Participant deferral / active EE | $10,246 | $4,204+143.7% | $3,402+201.2% | $5,609+82.7% |
| Admin fee / account holder | $45,186 | $5,734+688.0% | $3,591+1158.4% | $10,829+317.3% |