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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 | $198,141 | $94,529+109.6% | $140,019+41.5% | $64,173+208.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.40% | 7.77%-12.2pp | 651.17%-655.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $20,156 | $3,812+428.7% | $5,605+259.6% | $2,381+746.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,895 | $6,741-57.1% | $10,705-73.0% | $4,887-40.8% |