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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 | $215,796 | $105,853+103.9% | $90,752+137.8% | $134,493+60.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.79% | -10.99%+1.2pp | -12.16%+2.4pp | 418.01%-427.8pp |
| Employer contribution / active EE | $6,047 | $3,462+74.6% | $2,921+107.0% | $4,740+27.6% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,180 | $13,938-48.5% | $8,446-15.0% | $11,425-37.2% |