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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 | $179,871 | $82,324+118.5% | $68,803+161.4% | $134,545+33.7% |
| Participation rate | 92.3% | 75.1%+17.3pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -10.36% | -2.17%-8.2pp | -6.37%-4.0pp | 418.37%-428.7pp |
| Employer contribution / active EE | $18,462 | $3,302+459.2% | $2,656+595.1% | $4,742+289.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $39,461 | $6,485+508.5% | $4,936+699.5% | $11,431+245.2% |