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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 | $178,029 | $107,809+65.1% | $90,657+96.4% | $135,380+31.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.83% | -0.90%-2.9pp | 1.89%-5.7pp | 519.81%-523.6pp |
| Employer contribution / active EE | $12,573 | $3,018+316.6% | $2,532+396.6% | $4,779+163.1% |
| Participant deferral / active EE | $19,259 | $3,872+397.4% | $3,424+462.4% | $5,609+243.4% |
| Admin fee / account holder | $917 | $5,931-84.5% | $4,994-81.6% | $10,828-91.5% |