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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 | $209,604 | $95,895+118.6% | $79,576+163.4% | $134,509+55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.31% | -2.72%-6.6pp | 0.15%-9.5pp | 418.13%-427.4pp |
| Employer contribution / active EE | $4,375 | $3,128+39.9% | $2,413+81.3% | $4,741-7.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,491 | $9,129-83.7% | $6,834-78.2% | $11,427-87.0% |