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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 | $171,845 | $59,819+187.3% | $79,583+115.9% | $68,490+150.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 5.48% | -12.30%+17.8pp | 0.16%+5.3pp | -7.85%+13.3pp |
| Employer contribution / active EE | $15,152 | $1,505+906.5% | $2,414+527.7% | $2,597+483.5% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,216 | $4,835+318.1% | $6,835+195.8% | $5,403+274.2% |