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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 | $138,835 | $95,895+44.8% | $79,576+74.5% | $134,509+3.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | -2.72%-15.5pp | 0.15%-18.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $7,143 | $3,128+128.3% | $2,413+196.0% | $4,741+50.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,843 | $9,129-46.9% | $6,834-29.1% | $11,427-57.6% |