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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 | $138,723 | $59,107+134.7% | $86,439+60.5% | $68,495+102.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.50% | -0.23%+0.7pp | 4395.55%-4395.0pp | -7.84%+8.3pp |
| Employer contribution / active EE | $16,585 | $2,519+558.4% | $3,769+340.1% | $2,596+538.7% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,771 | $5,637-50.8% | $6,732-58.8% | $5,403-48.7% |