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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 | $144,458 | $59,819+141.5% | $79,583+81.5% | $68,490+110.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 54.63% | -12.30%+66.9pp | 0.16%+54.5pp | -7.85%+62.5pp |
| Employer contribution / active EE | $12,517 | $1,505+731.5% | $2,414+418.6% | $2,597+382.1% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $756 | $4,835-84.4% | $6,835-88.9% | $5,403-86.0% |