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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 | $106,118 | $81,870+29.6% | $119,634-11.3% | $68,490+54.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $10,082 | $2,692+274.6% | $4,232+138.2% | $2,597+288.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,816 | $6,583+216.2% | $10,329+101.5% | $5,403+285.3% |