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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 | $232,958 | $167,362+39.2% | $143,799+62.0% | $134,532+73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.40% | 0.47%-10.9pp | -0.04%-10.4pp | 418.27%-428.7pp |
| Employer contribution / active EE | $35,075 | $5,620+524.1% | $4,952+608.3% | $4,741+639.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,764 | $18,094-90.3% | $14,677-88.0% | $11,429-84.6% |