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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 | $150,364 | $167,362-10.2% | $143,799+4.6% | $134,532+11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.98% | 0.47%-14.5pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $8,821 | $5,620+56.9% | $4,952+78.1% | $4,741+86.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,969 | $18,094-67.0% | $14,677-59.3% | $11,429-47.8% |