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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 | $189,568 | $167,353+13.3% | $143,797+31.8% | $134,545+40.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.25% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,750 | $5,620-33.3% | $4,952-24.3% | $4,742-20.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,896 | $18,096-89.5% | $14,679-87.1% | $11,431-83.4% |