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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 | $222,244 | $167,353+32.8% | $143,797+54.6% | $134,545+65.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.56% | 0.48%-10.0pp | -0.04%-9.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $4,545 | $5,620-19.1% | $4,952-8.2% | $4,742-4.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,679 | $18,096-90.7% | $14,679-88.6% | $11,431-85.3% |