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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 | $157,404 | $81,870+92.3% | $119,622+31.6% | $68,486+129.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -11.11% | -23.82%+12.7pp | -14.98%+3.9pp | -7.85%-3.3pp |
| Employer contribution / active EE | $21,799 | $2,692+709.8% | $4,232+415.1% | $2,597+739.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $165,841 | $6,583+2419.2% | $10,328+1505.8% | $5,404+2969.0% |