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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 | $160,511 | $73,009+119.9% | $90,756+76.9% | $68,495+134.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -6.90% | -13.81%+6.9pp | -12.16%+5.3pp | -7.84%+0.9pp |
| Employer contribution / active EE | $10,345 | $2,193+371.8% | $2,922+254.1% | $2,596+298.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,444 | $5,896+162.0% | $8,445+82.9% | $5,403+185.8% |