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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 | $58,758 | $167,522-64.9% | $151,639-61.3% | $134,532-56.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.04% | 7.81%-16.9pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $2,391 | $6,828-65.0% | $6,165-61.2% | $4,741-49.6% |
| Participant deferral / active EE | $4,814 | $8,986-46.4% | $8,363-42.4% | $6,401-24.8% |
| Admin fee / account holder | $190,426 | $13,780+1281.9% | $11,613+1539.7% | $11,429+1566.2% |