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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 | $209,295 | $211,946-1.3% | $169,452+23.5% | $135,380+54.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.82% | 3.26%-4.1pp | 1.83%-2.6pp | 519.81%-520.6pp |
| Employer contribution / active EE | $12,459 | $5,117+143.5% | $4,157+199.7% | $4,779+160.7% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,101 | $11,472-11.9% | $9,110+10.9% | $10,828-6.7% |