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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 | $70,262 | $65,704+6.9% | $94,229-25.4% | $59,633+17.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.25% | 5.22%-5.5pp | 10.68%-10.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,176 | $2,021+106.7% | $3,587+16.4% | $2,203+89.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,830 | $4,265+200.9% | $6,269+104.7% | $4,297+198.6% |