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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 | $138,749 | $95,915+44.7% | $79,580+74.4% | $134,532+3.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.98% | -2.71%-14.3pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $27,273 | $3,129+771.7% | $2,413+1030.0% | $4,741+475.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,550 | $9,132+26.5% | $6,835+69.0% | $11,429+1.1% |