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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 | $143,941 | $113,941+26.3% | $94,229+52.8% | $125,389+14.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $9,382 | $4,727+98.5% | $3,587+161.6% | $4,866+92.8% |
| Participant deferral / active EE | $7,882 | $5,179+52.2% | $4,320+82.4% | $5,352+47.3% |
| Admin fee / account holder | $1,999 | $8,392-76.2% | $6,269-68.1% | $9,541-79.1% |