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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 | $139,912 | $167,362-16.4% | $143,799-2.7% | $134,532+4.0% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -9.29% | 0.47%-9.8pp | -0.04%-9.2pp | 418.27%-427.6pp |
| Employer contribution / active EE | $13,445 | $5,620+139.2% | $4,952+171.5% | $4,741+183.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $52,753 | $18,094+191.5% | $14,677+259.4% | $11,429+361.6% |