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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 | $95,867+150.3% | $79,551+201.7% | $134,493+78.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.74% | -2.73%-7.0pp | 0.14%-9.9pp | 418.01%-427.8pp |
| Employer contribution / active EE | $5,958 | $3,128+90.5% | $2,413+146.9% | $4,740+25.7% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,075 | $9,127-33.4% | $6,833-11.1% | $11,425-46.8% |