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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 | $127,171 | $53,546+137.5% | $69,890+82.0% | $68,490+85.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 3.75% | -13.87%+17.6pp | 190.84%-187.1pp | -7.85%+11.6pp |
| Employer contribution / active EE | $16,300 | $2,019+707.4% | $2,560+536.6% | $2,597+527.7% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,105 | $4,693+221.9% | $6,267+141.0% | $5,403+179.6% |