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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 | $214,422 | $88,603+142.0% | $69,890+206.8% | $134,545+59.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.52% | 442.93%-460.5pp | 190.84%-208.4pp | 418.37%-435.9pp |
| Employer contribution / active EE | $6,000 | $3,236+85.4% | $2,560+134.4% | $4,742+26.5% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,288 | $10,443-78.1% | $6,267-63.5% | $11,431-80.0% |