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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 | $153,389 | $49,280+211.3% | $67,313+127.9% | $64,173+139.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -0.17% | -1.39%+1.2pp | -4.08%+3.9pp | 7.63%-7.8pp |
| Employer contribution / active EE | $7,293 | $1,668+337.1% | $2,566+184.2% | $2,381+206.3% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,333 | $3,863-13.7% | $4,507-26.0% | $4,887-31.8% |