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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 | $135,183 | $54,370+148.6% | $82,763+63.3% | $68,490+97.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.78% | -13.67%-2.1pp | 702.45%-718.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $10,694 | $2,219+381.9% | $3,008+255.5% | $2,597+311.8% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,009 | $4,398-54.3% | $5,325-62.3% | $5,403-62.8% |