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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 | $170,363 | $53,162+220.5% | $91,227+86.7% | $68,490+148.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -13.71% | -3.14%-10.6pp | 114.14%-127.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $10,040 | $1,709+487.3% | $2,851+252.1% | $2,597+286.6% |
| Participant deferral / active EE | $6,781 | $2,974+128.0% | $4,234+60.2% | $4,028+68.4% |
| Admin fee / account holder | $2,424 | $4,493-46.1% | $5,423-55.3% | $5,403-55.1% |