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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 | $165,725 | $82,674+100.5% | $125,358+32.2% | $68,498+141.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.03%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,225 | $6,111+34.6% | $7,447+10.5% | $4,027+104.2% |
| Admin fee / account holder | $10,891 | $6,276+73.5% | $10,007+8.8% | $5,403+101.6% |