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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 | $214,119 | $73,867+189.9% | $143,770+48.9% | $68,498+212.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -10.55% | 1.01%-11.6pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $12,521 | $3,184+293.2% | $4,951+152.9% | $2,596+382.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,747 | $5,755+69.4% | $14,673-33.6% | $5,403+80.4% |