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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 | $162,953 | $95,917+69.9% | $79,583+104.8% | $134,545+21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -4.72% | -2.70%-2.0pp | 0.16%-4.9pp | 418.37%-423.1pp |
| Employer contribution / active EE | $1,731 | $3,129-44.7% | $2,414-28.3% | $4,742-63.5% |
| Participant deferral / active EE | $1,277 | $4,694-72.8% | $3,986-68.0% | $6,401-80.1% |
| Admin fee / account holder | $3,706 | $9,132-59.4% | $6,835-45.8% | $11,431-67.6% |