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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 | $189,285 | $99,032+91.1% | $80,022+136.5% | $135,380+39.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.26% | 15.39%-16.7pp | 11.22%-12.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $5,309 | $3,043+74.4% | $2,468+115.1% | $4,779+11.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,694 | $10,436-83.8% | $6,521-74.0% | $10,828-84.4% |