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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 | $148,729 | $44,103+237.2% | $75,826+96.1% | $64,173+131.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -3.29% | -4.72%+1.4pp | 1914.15%-1917.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,171 | $1,446+119.3% | $1,913+65.7% | $2,381+33.2% |
| Participant deferral / active EE | $2,832 | $2,204+28.5% | $2,862-1.1% | $3,470-18.4% |
| Admin fee / account holder | $14,725 | $3,506+320.0% | $4,726+211.6% | $4,887+201.3% |