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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 | $111,170 | $83,908+32.5% | $68,509+62.3% | $125,389-11.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.63% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $8,841 | $3,031+191.7% | $2,278+288.2% | $4,866+81.7% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $544 | $8,982-93.9% | $5,275-89.7% | $9,541-94.3% |