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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 | $211,027 | $167,352+26.1% | $143,788+46.8% | $134,509+56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | 0.47%-14.3pp | -0.03%-13.8pp | 418.13%-431.9pp |
| Employer contribution / active EE | $5,000 | $5,620-11.0% | $4,952+1.0% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,197 | $18,091-87.9% | $14,675-85.0% | $11,427-80.8% |