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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 | $145,957 | $100,792+44.8% | $86,691+68.4% | $134,509+8.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.25% | 29.08%-33.3pp | 35.94%-40.2pp | 418.13%-422.4pp |
| Employer contribution / active EE | $5,556 | $3,491+59.2% | $2,837+95.8% | $4,741+17.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,044 | $10,924+1.1% | $7,492+47.4% | $11,427-3.4% |