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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 | $205,122 | $105,866+93.8% | $90,766+126.0% | $134,545+52.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.56% | -10.99%+1.4pp | -12.16%+2.6pp | 418.37%-427.9pp |
| Employer contribution / active EE | $7,486 | $3,464+116.1% | $2,922+156.2% | $4,742+57.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,947 | $13,938-14.3% | $8,446+41.5% | $11,431+4.5% |