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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 | $217,520 | $81,870+165.7% | $119,634+81.8% | $68,490+217.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -13.66% | -23.82%+10.2pp | -14.98%+1.3pp | -7.85%-5.8pp |
| Employer contribution / active EE | $13,834 | $2,692+413.9% | $4,232+226.9% | $2,597+432.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29,578 | $6,583+349.3% | $10,329+186.4% | $5,403+447.5% |