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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 | $166,754 | $147,167+13.3% | $111,392+49.7% | $135,380+23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.70% | -4.44%-1.3pp | -2.06%-3.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $10,000 | $5,204+92.2% | $4,328+131.1% | $4,779+109.3% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,931 | $20,270+3.3% | $12,266+70.6% | $10,828+93.3% |