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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 | $151,876 | $77,817+95.2% | $123,553+22.9% | $64,173+136.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.86% | 12.49%-13.3pp | 119.21%-120.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $8,828 | $3,014+192.9% | $4,628+90.7% | $2,381+270.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $24,040 | $5,519+335.6% | $9,284+158.9% | $4,887+391.9% |