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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 | $244,072 | $142,409+71.4% | $119,634+104.0% | $134,545+81.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.39% | -12.46%+2.1pp | -14.98%+4.6pp | 418.37%-428.8pp |
| Employer contribution / active EE | $25,000 | $5,224+378.5% | $4,232+490.7% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,027 | $13,594-48.3% | $10,329-32.0% | $11,431-38.5% |