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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 | $162,567 | $142,361+14.2% | $119,608+35.9% | $134,509+20.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.46% | -12.46%+5.0pp | -14.98%+7.5pp | 418.13%-425.6pp |
| Employer contribution / active EE | $12,849 | $5,224+146.0% | $4,232+203.6% | $4,741+171.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $337,438 | $13,588+2383.4% | $10,326+3168.0% | $11,427+2853.1% |