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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 | $167,298 | $107,809+55.2% | $90,657+84.5% | $135,380+23.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 9.37% | -0.90%+10.3pp | 1.89%+7.5pp | 519.81%-510.4pp |
| Employer contribution / active EE | $1,400 | $3,018-53.6% | $2,532-44.7% | $4,779-70.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,756 | $5,931+148.8% | $4,994+195.5% | $10,828+36.3% |