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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 | $212,123 | $167,362+26.7% | $143,799+47.5% | $134,532+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.36% | 0.47%-10.8pp | -0.04%-10.3pp | 418.27%-428.6pp |
| Employer contribution / active EE | $2,857 | $5,620-49.2% | $4,952-42.3% | $4,741-39.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,517 | $18,094-69.5% | $14,677-62.4% | $11,429-51.7% |