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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 | $198,097 | $131,835+50.3% | $108,582+82.4% | $273,970-27.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.09% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $8,910 | $4,913+81.4% | $3,758+137.1% | $4,869+83.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29,728 | $10,253+190.0% | $7,645+288.8% | $10,132+193.4% |