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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 | $154,822 | $112,300+37.9% | $90,223+71.6% | $125,389+23.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.86% | -0.57%-0.3pp | 1.31%-2.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $9,091 | $5,181+75.5% | $4,378+107.6% | $4,866+86.8% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,213 | $10,990-89.0% | $7,406-83.6% | $9,541-87.3% |