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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 | $229,946 | $71,872+219.9% | $86,691+165.2% | $68,495+235.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.23% | 3.53%-20.8pp | 35.94%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $12,451 | $2,173+473.0% | $2,837+338.9% | $2,596+379.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,860 | $6,112+126.8% | $7,492+85.0% | $5,403+156.5% |