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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 | $182,886 | $73,019+150.5% | $90,766+101.5% | $68,490+167.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -7.23% | -13.81%+6.6pp | -12.16%+4.9pp | -7.85%+0.6pp |
| Employer contribution / active EE | $8,750 | $2,193+299.1% | $2,922+199.5% | $2,597+237.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,931 | $5,897+0.6% | $8,446-29.8% | $5,403+9.8% |