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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 | $88,278 | $59,105+49.4% | $159,991-44.8% | $66,930+31.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 78.0%+22.0pp | 69.8%+30.2pp |
| Annual return | -16.55% | -12.26%-4.3pp | 408.82%-425.4pp | 1.57%-18.1pp |
| Employer contribution / active EE | $11,703 | $1,983+490.2% | $4,225+177.0% | $2,545+359.8% |
| Participant deferral / active EE | $0 | $4,395-100.0% | $6,183-100.0% | $4,238-100.0% |
| Admin fee / account holder | $5,457 | $591+823.7% | $8,715-37.4% | $593+819.6% |