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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 | $227,866 | $107,809+111.4% | $90,657+151.4% | $135,380+68.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -0.75% | -0.90%+0.2pp | 1.89%-2.6pp | 519.81%-520.6pp |
| Employer contribution / active EE | $12,552 | $3,018+315.9% | $2,532+395.8% | $4,779+162.7% |
| Participant deferral / active EE | $12,300 | $3,872+217.7% | $3,424+259.2% | $5,609+119.3% |
| Admin fee / account holder | $4,862 | $5,931-18.0% | $4,994-2.6% | $10,828-55.1% |