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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 | $234,175 | $95,915+144.1% | $79,580+194.3% | $134,532+74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | -2.71%-13.0pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $17,458 | $3,129+458.0% | $2,413+623.4% | $4,741+268.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $87,497 | $9,132+858.2% | $6,835+1180.1% | $11,429+665.6% |