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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 | $247,292 | $106,115+133.0% | $85,969+187.7% | $125,389+97.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.66% | 13.93%-14.6pp | 9.32%-10.0pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,750 | $4,537-17.3% | $3,474+7.9% | $4,866-22.9% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,375 | $8,144-58.6% | $6,053-44.2% | $9,541-64.6% |