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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 | $158,116 | $50,947+210.4% | $74,551+112.1% | $64,173+146.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.76% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,519 | $1,115+574.1% | $1,961+283.4% | $2,381+215.8% |
| Participant deferral / active EE | $5,195 | $2,302+125.7% | $3,108+67.1% | $3,470+49.7% |
| Admin fee / account holder | $20,771 | $4,221+392.1% | $5,059+310.6% | $4,887+325.0% |