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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 | $145,551 | $129,960+12.0% | $104,299+39.6% | $134,545+8.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.25% | 42.06%-41.8pp | 24.62%-24.4pp | 418.37%-418.1pp |
| Employer contribution / active EE | $15,225 | $4,186+263.7% | $3,373+351.3% | $4,742+221.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,029 | $9,324+7.6% | $7,339+36.6% | $11,431-12.3% |