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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 | $142,638 | $56,200+153.8% | $67,653+110.8% | $59,633+139.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.41% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $4,760 | $1,615+194.8% | $2,266+110.1% | $2,203+116.1% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,088 | $3,959+306.4% | $4,821+233.7% | $4,297+274.4% |