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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 | $241,696 | $53,162+354.6% | $91,225+164.9% | $68,486+252.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -14.28% | -3.14%-11.1pp | 114.12%-128.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $10,798 | $1,709+531.7% | $2,851+278.8% | $2,597+315.8% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,233-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,513 | $4,493+223.0% | $5,422+167.6% | $5,404+168.6% |