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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 | $212,008 | $131,835+60.8% | $108,582+95.3% | $273,972-22.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.51% | -91.57%+97.1pp | -51.70%+57.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $8,420 | $4,913+71.4% | $3,758+124.0% | $4,869+72.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $473 | $10,253-95.4% | $7,645-93.8% | $10,133-95.3% |