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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 | $225,564 | $82,678+172.8% | $125,391+79.9% | $68,490+229.3% |
| Participation rate | 97.5% | 75.1%+22.4pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -11.85% | -5.97%-5.9pp | 572.41%-584.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $22,188 | $3,382+556.0% | $4,816+360.7% | $2,597+754.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,202 | $6,277+62.5% | $10,009+1.9% | $5,403+88.8% |