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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 | $117,059 | $82,674+41.6% | $125,381-6.6% | $68,486+70.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.27% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $11,111 | $3,382+228.6% | $4,815+130.7% | $2,597+327.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,798 | $6,277+24.2% | $10,007-22.1% | $5,404+44.3% |