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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 | $190,338 | $49,177+287.1% | $79,467+139.5% | $64,173+196.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.10% | -1.16%-2.9pp | 718.30%-722.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $10,249 | $2,076+393.6% | $2,800+266.0% | $2,381+330.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $699 | $3,839-81.8% | $5,104-86.3% | $4,887-85.7% |