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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 | $87,287 | $54,239+60.9% | $70,098+24.5% | $68,495+27.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -8.14% | -13.87%+5.7pp | 190.76%-198.9pp | -7.84%-0.3pp |
| Employer contribution / active EE | $8,719 | $2,019+331.8% | $2,560+240.5% | $2,596+235.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,854 | $4,691+3.5% | $6,266-22.5% | $5,403-10.2% |