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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 | $165,275 | $92,219+79.2% | $76,767+115.3% | $135,380+22.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.94% | 5.46%-4.5pp | 2.43%-1.5pp | 519.81%-518.9pp |
| Employer contribution / active EE | $18,927 | $3,216+488.5% | $2,485+661.6% | $4,779+296.0% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,020 | $10,749-44.0% | $6,675-9.8% | $10,828-44.4% |