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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 | $160,094 | $97,881+63.6% | $80,004+100.1% | $125,389+27.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.94% | 9.36%-10.3pp | 7.63%-8.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $7,700 | $3,128+146.2% | $2,473+211.4% | $4,866+58.2% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,305 | $6,278-79.2% | $5,033-74.1% | $9,541-86.3% |