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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 | $151,103 | $73,863+104.6% | $143,797+5.1% | $68,490+120.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.95% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,870 | $3,185+84.3% | $4,952+18.5% | $2,597+126.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $24,140 | $5,756+319.4% | $14,679+64.5% | $5,403+346.8% |