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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 | $206,104 | $95,895+114.9% | $79,576+159.0% | $134,509+53.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 0.38% | -2.72%+3.1pp | 0.15%+0.2pp | 418.13%-417.8pp |
| Employer contribution / active EE | $5,997 | $3,128+91.7% | $2,413+148.5% | $4,741+26.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,686 | $9,129-59.6% | $6,834-46.1% | $11,427-67.7% |