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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 | $150,010 | $63,953+134.6% | $54,726+174.1% | $135,382+10.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -6.96% | -5.77%-1.2pp | -4.56%-2.4pp | 519.77%-526.7pp |
| Employer contribution / active EE | $6,436 | $4,256+51.2% | $3,449+86.6% | $4,779+34.7% |
| Participant deferral / active EE | $6,436 | $4,810+33.8% | $3,953+62.8% | $5,609+14.8% |
| Admin fee / account holder | $326 | $4,567-92.9% | $3,818-91.5% | $10,829-97.0% |