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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 | $209,925 | $73,019+187.5% | $90,766+131.3% | $68,490+206.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.63% | -13.81%+0.2pp | -12.16%-1.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $10,282 | $2,193+368.9% | $2,922+251.9% | $2,597+296.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,535 | $5,897+61.7% | $8,446+12.9% | $5,403+76.5% |