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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 | $215,531 | $105,867+103.6% | $90,760+137.5% | $134,532+60.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.74% | -10.99%+1.2pp | -12.16%+2.4pp | 418.27%-428.0pp |
| Employer contribution / active EE | $6,502 | $3,464+87.7% | $2,922+122.5% | $4,741+37.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,058 | $13,936-6.3% | $8,444+54.6% | $11,429+14.3% |