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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 | $143,989 | $142,409+1.1% | $119,634+20.4% | $134,545+7.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 10.43% | -12.46%+22.9pp | -14.98%+25.4pp | 418.37%-407.9pp |
| Employer contribution / active EE | $18,055 | $5,224+245.6% | $4,232+326.6% | $4,742+280.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,235 | $13,594-46.8% | $10,329-30.0% | $11,431-36.7% |