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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 | $122,284 | $167,352-26.9% | $143,788-15.0% | $134,509-9.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.67% | 0.47%-13.1pp | -0.03%-12.6pp | 418.13%-430.8pp |
| Employer contribution / active EE | $10,857 | $5,620+93.2% | $4,952+119.3% | $4,741+129.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,020 | $18,091-83.3% | $14,675-79.4% | $11,427-73.6% |