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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 | $223,697 | $167,353+33.7% | $143,797+55.6% | $134,545+66.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.64% | 0.48%-13.1pp | -0.04%-12.6pp | 418.37%-431.0pp |
| Employer contribution / active EE | $6,246 | $5,620+11.1% | $4,952+26.1% | $4,742+31.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $868 | $18,096-95.2% | $14,679-94.1% | $11,431-92.4% |