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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 | $169,155 | $83,908+101.6% | $68,509+146.9% | $125,388+34.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.00% | 14.48%-15.5pp | 8.27%-9.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $8,154 | $3,031+169.0% | $2,278+258.0% | $4,866+67.6% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,176 | $8,982-20.1% | $5,275+36.1% | $9,541-24.8% |