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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 | $160,148 | $91,911+74.2% | $68,612+133.4% | $135,380+18.3% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 3.19% | -8.22%+11.4pp | -4.63%+7.8pp | 519.81%-516.6pp |
| Employer contribution / active EE | $11,367 | $3,924+189.7% | $2,625+333.0% | $4,779+137.8% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,221 | $9,240-32.7% | $5,131+21.2% | $10,828-42.5% |