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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 | $226,029 | $85,790+163.5% | $67,313+235.8% | $135,380+67.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.34% | -0.54%-2.8pp | -4.08%+0.7pp | 519.81%-523.1pp |
| Employer contribution / active EE | $14,579 | $3,487+318.0% | $2,566+468.2% | $4,779+205.1% |
| Participant deferral / active EE | $7,157 | $4,651+53.9% | $3,568+100.6% | $5,609+27.6% |
| Admin fee / account holder | $12,953 | $6,392+102.6% | $4,507+187.4% | $10,828+19.6% |