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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 | $125,935 | $75,935+65.8% | $60,547+108.0% | $125,389+0.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.59% | -5.38%+6.0pp | 335.64%-335.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $8,334 | $3,438+142.4% | $2,419+244.5% | $4,866+71.3% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,922 | $6,768+2.3% | $4,536+52.6% | $9,541-27.5% |