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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 | $121,526 | $133,998-9.3% | $112,263+8.3% | $134,545-9.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.82% | 47.17%-45.4pp | 27.49%-25.7pp | 418.37%-416.6pp |
| Employer contribution / active EE | $6,555 | $4,040+62.2% | $3,636+80.3% | $4,742+38.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $343,573 | $7,493+4485.3% | $6,410+5259.7% | $11,431+2905.7% |