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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 | $133,617 | $112,300+19.0% | $90,223+48.1% | $125,389+6.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -1.06% | -0.57%-0.5pp | 1.31%-2.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $23,166 | $6,733+244.1% | $5,792+299.9% | $5,352+332.9% |
| Admin fee / account holder | $88,262 | $10,990+703.1% | $7,406+1091.8% | $9,541+825.1% |