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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 | $137,333 | $113,941+20.5% | $94,229+45.7% | $125,389+9.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.71% | 5.29%-6.0pp | 10.68%-11.4pp | 282.24%-282.9pp |
| Employer contribution / active EE | $1,000 | $4,727-78.8% | $3,587-72.1% | $4,866-79.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,107 | $8,392+8.5% | $6,269+45.3% | $9,541-4.6% |