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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 | $249,235 | $167,362+48.9% | $143,799+73.3% | $134,532+85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.83% | 0.47%-3.3pp | -0.04%-2.8pp | 418.27%-421.1pp |
| Employer contribution / active EE | $6,333 | $5,620+12.7% | $4,952+27.9% | $4,741+33.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,331 | $18,094-54.0% | $14,677-43.2% | $11,429-27.1% |