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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 | $233,804 | $142,361+64.2% | $119,608+95.5% | $134,509+73.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -0.25% | -12.46%+12.2pp | -14.98%+14.7pp | 418.13%-418.4pp |
| Employer contribution / active EE | $5,207 | $5,224-0.3% | $4,232+23.0% | $4,741+9.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $47,445 | $13,588+249.2% | $10,326+359.5% | $11,427+315.2% |