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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 | $229,867 | $142,392+61.4% | $119,622+92.2% | $134,532+70.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.66% | -12.46%+3.8pp | -14.98%+6.3pp | 418.27%-426.9pp |
| Employer contribution / active EE | $7,500 | $5,224+43.6% | $4,232+77.2% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,298 | $13,593+130.3% | $10,328+203.0% | $11,429+173.9% |