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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 | $248,003 | $167,352+48.2% | $143,788+72.5% | $134,509+84.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.81% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $12,079 | $5,620+114.9% | $4,952+143.9% | $4,741+154.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,795 | $18,091-90.1% | $14,675-87.8% | $11,427-84.3% |