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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 | $240,957 | $95,915+151.2% | $79,580+202.8% | $134,532+79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.33% | -2.71%-3.6pp | 0.15%-6.5pp | 418.27%-424.6pp |
| Employer contribution / active EE | $9,319 | $3,129+197.9% | $2,413+286.1% | $4,741+96.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,220 | $9,132-86.6% | $6,835-82.1% | $11,429-89.3% |