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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 | $116,704 | $95,915+21.7% | $79,580+46.7% | $134,532-13.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.94% | -2.71%-16.2pp | 0.15%-19.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,712 | $3,129+18.6% | $2,413+53.8% | $4,741-21.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,950 | $9,132+118.5% | $6,835+191.9% | $11,429+74.6% |