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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 | $174,789 | $86,701+101.6% | $73,309+138.4% | $125,389+39.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.43% | 2.78%-3.2pp | 5.67%-6.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $18,758 | $4,152+351.7% | $3,237+479.5% | $4,866+285.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,088 | $7,768-73.1% | $5,635-62.9% | $9,541-78.1% |