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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 | $166,104 | $50,958+226.0% | $74,552+122.8% | $64,181+158.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -0.47% | -1.86%+1.4pp | 32.53%-33.0pp | 7.63%-8.1pp |
| Employer contribution / active EE | $22,397 | $1,115+1908.1% | $1,961+1042.2% | $2,381+840.7% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,550 | $4,223+7.7% | $5,060-10.1% | $4,887-6.9% |