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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 | $98,936 | $53,162+86.1% | $91,225+8.5% | $68,486+44.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -12.55% | -3.14%-9.4pp | 114.12%-126.7pp | -7.85%-4.7pp |
| Employer contribution / active EE | $6,910 | $1,709+304.2% | $2,851+142.4% | $2,597+166.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,422 | $4,493+131.9% | $5,422+92.2% | $5,404+92.9% |