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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 | $157,281 | $113,941+38.0% | $94,229+66.9% | $125,389+25.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.21% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $5,508 | $4,727+16.5% | $3,587+53.6% | $4,866+13.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,987 | $8,392+19.0% | $6,269+59.3% | $9,541+4.7% |