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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 | $111,956 | $113,941-1.7% | $94,229+18.8% | $125,389-10.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.58% | 5.29%-6.9pp | 10.68%-12.3pp | 282.24%-283.8pp |
| Employer contribution / active EE | $4,000 | $4,727-15.4% | $3,587+11.5% | $4,866-17.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $780 | $8,392-90.7% | $6,269-87.6% | $9,541-91.8% |