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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 | $207,768 | $59,813+247.4% | $79,580+161.1% | $68,486+203.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.59% | -12.30%-1.3pp | 0.15%-13.7pp | -7.85%-5.7pp |
| Employer contribution / active EE | $19,556 | $1,505+1199.2% | $2,413+710.3% | $2,597+653.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $23,286 | $4,835+381.6% | $6,835+240.7% | $5,404+330.9% |