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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 | $185,750 | $112,300+65.4% | $90,223+105.9% | $125,389+48.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.41% | -0.57%+0.2pp | 1.31%-1.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $11,419 | $5,181+120.4% | $4,378+160.8% | $4,866+134.7% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,015 | $10,990-90.8% | $7,406-86.3% | $9,541-89.4% |