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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 | $235,484 | $70,430+234.3% | $96,572+143.8% | $85,851+174.3% |
| Participation rate | 91.2% | 61.8%+29.4pp | 69.8%+21.4pp | 69.3%+21.9pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $17,836 | $1,413+1162.0% | $2,357+656.6% | $2,565+595.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,438 | $4,996+149.0% | $6,183+101.2% | $6,261+98.7% |