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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 | $204,385 | $95,915+113.1% | $79,580+156.8% | $134,532+51.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.65% | -2.71%-13.9pp | 0.15%-16.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,279 | $3,129+132.6% | $2,413+201.6% | $4,741+53.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,680 | $9,132-37.8% | $6,835-16.9% | $11,429-50.3% |