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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 | $49,170 | $105,867-53.6% | $90,760-45.8% | $134,532-63.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.85% | -10.99%-0.9pp | -12.16%+0.3pp | 418.27%-430.1pp |
| Employer contribution / active EE | $12,500 | $3,464+260.9% | $2,922+327.8% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,348,915 | $13,936+9579.5% | $8,444+15874.1% | $11,429+11703.0% |