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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 | $163,878 | $53,546+206.1% | $69,890+134.5% | $68,490+139.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 0.92% | -13.87%+14.8pp | 190.84%-189.9pp | -7.85%+8.8pp |
| Employer contribution / active EE | $7,618 | $2,019+277.3% | $2,560+197.5% | $2,597+193.4% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,782 | $4,693+619.9% | $6,267+439.0% | $5,403+525.3% |