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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 | $150,854 | $65,703+129.6% | $94,228+60.1% | $59,633+153.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.66% | 5.22%-6.9pp | 10.68%-12.3pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $6,944 | $2,021+243.7% | $3,587+93.6% | $2,203+215.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,434 | $4,264-42.9% | $6,269-61.2% | $4,297-43.4% |