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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 | $145,128 | $82,678+75.5% | $125,391+15.7% | $68,490+111.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 0.41% | -5.97%+6.4pp | 572.41%-572.0pp | -7.85%+8.3pp |
| Employer contribution / active EE | $11,004 | $3,382+225.3% | $4,816+128.5% | $2,597+323.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,035 | $6,277-19.8% | $10,009-49.7% | $5,403-6.8% |