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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 | $160,261 | $105,867+51.4% | $90,760+76.6% | $134,532+19.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.22% | -10.99%-2.2pp | -12.16%-1.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $7,913 | $3,464+128.5% | $2,922+170.8% | $4,741+66.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,842 | $13,936-86.8% | $8,444-78.2% | $11,429-83.9% |