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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 | $212,890 | $97,881+117.5% | $80,004+166.1% | $125,389+69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.54% | 9.36%-9.9pp | 7.63%-8.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $10,966 | $3,128+250.6% | $2,473+343.5% | $4,866+125.3% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,737 | $6,278-72.3% | $5,033-65.5% | $9,541-81.8% |