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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 | $239,987 | $95,917+150.2% | $79,583+201.6% | $134,545+78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.74% | -2.70%-7.0pp | 0.16%-9.9pp | 418.37%-428.1pp |
| Employer contribution / active EE | $5,958 | $3,129+90.4% | $2,414+146.9% | $4,742+25.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,075 | $9,132-33.5% | $6,835-11.1% | $11,431-46.9% |