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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 | $196,985 | $71,873+174.1% | $86,698+127.2% | $68,490+187.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.47% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $14,088 | $2,173+548.2% | $2,837+396.6% | $2,597+442.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,593 | $6,110-73.9% | $7,492-78.7% | $5,403-70.5% |