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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 | $202,442 | $100,811+100.8% | $86,698+133.5% | $134,545+50.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.38% | 29.11%-46.5pp | 35.96%-53.3pp | 418.37%-435.8pp |
| Employer contribution / active EE | $5,211 | $3,490+49.3% | $2,837+83.7% | $4,742+9.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,481 | $10,926-77.3% | $7,492-66.9% | $11,431-78.3% |