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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 | $112,297 | $211,946-47.0% | $169,452-33.7% | $135,380-17.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.51% | 3.26%-7.8pp | 1.83%-6.3pp | 519.81%-524.3pp |
| Employer contribution / active EE | $13,406 | $5,117+162.0% | $4,157+222.5% | $4,779+180.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,651 | $11,472-85.6% | $9,110-81.9% | $10,828-84.8% |