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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 | $214,081 | $59,111+262.2% | $86,451+147.6% | $68,490+212.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.63% | -0.22%-6.4pp | 4398.51%-4405.1pp | -7.85%+1.2pp |
| Employer contribution / active EE | $17,549 | $2,519+596.7% | $3,770+365.5% | $2,597+575.8% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,864 | $5,640+74.9% | $6,734+46.5% | $5,403+82.6% |