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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 | $183,587 | $87,546+109.7% | $75,784+142.2% | $125,389+46.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.57% | 13.49%-14.1pp | 9.68%-10.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $10,000 | $3,930+154.4% | $3,323+200.9% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $132,861 | $6,503+1943.2% | $5,300+2406.9% | $9,541+1292.6% |