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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 | $192,408 | $71,873+167.7% | $86,698+121.9% | $68,490+180.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -1.29% | 3.54%-4.8pp | 35.96%-37.3pp | -7.85%+6.6pp |
| Employer contribution / active EE | $17,806 | $2,173+719.3% | $2,837+527.7% | $2,597+585.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,413 | $6,110-60.5% | $7,492-67.8% | $5,403-55.3% |