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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 | $221,067 | $175,646+25.9% | $129,118+71.2% | $134,545+64.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -5.93% | -11.39%+5.5pp | -10.94%+5.0pp | 418.37%-424.3pp |
| Employer contribution / active EE | $12,500 | $6,355+96.7% | $5,051+147.5% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,693 | $23,578-92.8% | $14,305-88.2% | $11,431-85.2% |