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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 | $177,105 | $56,339+214.4% | $104,299+69.8% | $68,490+158.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -6.65% | -9.19%+2.5pp | 24.62%-31.3pp | -7.85%+1.2pp |
| Employer contribution / active EE | $15,441 | $1,960+687.8% | $3,373+357.8% | $2,597+494.6% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,320 | $4,902+192.2% | $7,339+95.1% | $5,403+165.1% |