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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 | $144,441 | $100,805+43.3% | $86,698+66.6% | $134,532+7.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.80% | 29.09%-46.9pp | 35.95%-53.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $7,143 | $3,490+104.7% | $2,837+151.8% | $4,741+50.7% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,666 | $10,925-11.5% | $7,493+29.0% | $11,429-15.4% |