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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 | $204,412 | $158,852+28.7% | $121,220+68.6% | $135,380+51.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.41% | -0.64%-2.8pp | 16.94%-20.3pp | 519.81%-523.2pp |
| Employer contribution / active EE | $22,765 | $5,666+301.8% | $4,023+465.9% | $4,779+376.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,389 | $6,515-1.9% | $5,021+27.3% | $10,828-41.0% |