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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 | $106,150 | $106,1150% | $85,969+23.5% | $125,389-15.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.78% | 13.93%-15.7pp | 9.32%-11.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $23,157 | $4,859+376.5% | $3,829+504.7% | $5,352+332.7% |
| Admin fee / account holder | $1,158 | $8,144-85.8% | $6,053-80.9% | $9,541-87.9% |