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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 | $162,251 | $65,703+146.9% | $94,228+72.2% | $59,633+172.1% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.18% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $9,014 | $2,021+346.1% | $3,587+151.3% | $2,203+309.2% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,098 | $4,264-50.8% | $6,269-66.5% | $4,297-51.2% |