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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 | $183,169 | $52,836+246.7% | $105,736+73.2% | $64,173+185.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -1.30% | 14.30%-15.6pp | 6.27%-7.6pp | 7.63%-8.9pp |
| Employer contribution / active EE | $16,667 | $1,827+812.3% | $3,268+410.0% | $2,381+600.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,833 | $3,959+249.5% | $6,913+100.1% | $4,887+183.0% |