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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 | $186,955 | $129,960+43.9% | $104,299+79.2% | $134,545+39.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -2.45% | 42.06%-44.5pp | 24.62%-27.1pp | 418.37%-420.8pp |
| Employer contribution / active EE | $4,006 | $4,186-4.3% | $3,373+18.8% | $4,742-15.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,371 | $9,324-53.1% | $7,339-40.5% | $11,431-61.8% |