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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 | $116,582 | $45,872+154.1% | $77,100+51.2% | $68,490+70.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -18.12% | 1.73%-19.8pp | 42.35%-60.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $11,437 | $1,650+593.3% | $2,815+306.3% | $2,597+340.4% |
| Participant deferral / active EE | $14,192 | $2,963+379.0% | $4,430+220.4% | $4,028+252.4% |
| Admin fee / account holder | $3,013 | $3,041-0.9% | $5,443-44.6% | $5,403-44.2% |