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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 | $242,761 | $71,873+237.8% | $86,698+180.0% | $68,490+254.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.50% | 3.54%-16.0pp | 35.96%-48.5pp | -7.85%-4.6pp |
| Employer contribution / active EE | $9,724 | $2,173+347.4% | $2,837+242.8% | $2,597+274.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,427 | $6,110-27.6% | $7,492-40.9% | $5,403-18.1% |