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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 | $147,309 | $95,193+54.7% | $76,523+92.5% | $135,382+8.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.19% | 4.85%-12.0pp | -0.27%-6.9pp | 519.77%-527.0pp |
| Employer contribution / active EE | $14,211 | $3,302+330.3% | $2,647+436.8% | $4,779+197.4% |
| Participant deferral / active EE | $11,224 | $4,639+141.9% | $3,835+192.6% | $5,609+100.1% |
| Admin fee / account holder | $578 | $6,249-90.8% | $4,848-88.1% | $10,829-94.7% |