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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 | $87,537 | $49,177+78.0% | $79,467+10.2% | $64,173+36.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.97% | -1.16%-3.8pp | 718.30%-723.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,835 | $2,821+0.5% | $3,704-23.4% | $3,470-18.3% |
| Admin fee / account holder | $1,406 | $3,839-63.4% | $5,104-72.5% | $4,887-71.2% |