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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 | $120,965 | $82,288+47.0% | $68,794+75.8% | $134,509-10.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.42% | -2.19%-5.2pp | -6.37%-1.0pp | 418.13%-425.6pp |
| Employer contribution / active EE | $10,957 | $3,301+231.9% | $2,656+312.6% | $4,741+131.1% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,779 | $6,482+189.7% | $4,934+280.6% | $11,427+64.3% |