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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 | $143,015 | $140,578+1.7% | $100,671+42.1% | $125,389+14.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.03% | 24.67%-27.7pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $17,337 | $5,965+190.6% | $4,012+332.1% | $4,866+256.3% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,109 | $6,716-38.8% | $4,850-15.3% | $9,541-56.9% |