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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 | $174,431 | $113,941+53.1% | $94,228+85.1% | $125,388+39.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.00% | 5.29%-8.3pp | 10.68%-13.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $15,097 | $4,727+219.4% | $3,587+320.9% | $4,866+210.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,674 | $8,392-8.6% | $6,269+22.4% | $9,541-19.6% |