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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 | $160,103 | $92,219+73.6% | $76,768+108.6% | $135,379+18.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $14,515 | $3,216+351.4% | $2,485+484.1% | $4,779+203.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,225 | $10,749-88.6% | $6,675-81.7% | $10,828-88.7% |