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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 | $161,344 | $73,848+118.5% | $143,799+12.2% | $68,486+135.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.78% | 0.91%-12.7pp | -0.04%-11.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $8,480 | $3,184+166.3% | $4,952+71.2% | $2,597+226.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,374 | $5,755+80.3% | $14,677-29.3% | $5,404+92.0% |