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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 | $209,966 | $73,019+187.6% | $90,766+131.3% | $68,490+206.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -13.20% | -13.81%+0.6pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $15,507 | $2,193+607.2% | $2,922+430.7% | $2,597+497.2% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,699 | $5,897+98.4% | $8,446+38.5% | $5,403+116.5% |