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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 | $155,798 | $75,935+105.2% | $60,547+157.3% | $125,393+24.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 1.06% | -5.38%+6.4pp | 335.64%-334.6pp | 282.23%-281.2pp |
| Employer contribution / active EE | $10,487 | $3,438+205.0% | $2,419+333.5% | $4,866+115.5% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,351-100.0% |
| Admin fee / account holder | $19,178 | $6,768+183.4% | $4,536+322.8% | $9,541+101.0% |