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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 | $142,057 | $211,946-33.0% | $169,452-16.2% | $135,380+4.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.22% | 3.26%-12.5pp | 1.83%-11.1pp | 519.81%-529.0pp |
| Employer contribution / active EE | $15,844 | $5,117+209.6% | $4,157+281.1% | $4,779+231.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,111 | $11,472-81.6% | $9,110-76.8% | $10,828-80.5% |