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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 | $200,205 | $72,404+176.5% | $110,241+81.6% | $64,181+211.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.40% | -6.29%+1.9pp | 314.75%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $9,517 | $2,282+317.1% | $3,827+148.7% | $2,381+299.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $32,558 | $5,664+474.8% | $8,548+280.9% | $4,887+566.2% |