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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 | $136,821 | $49,280+177.6% | $67,313+103.3% | $64,173+113.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.44% | -1.39%-4.0pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $12,032 | $1,668+621.2% | $2,566+369.0% | $2,381+405.4% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,586 | $3,863+70.5% | $4,507+46.1% | $4,887+34.8% |