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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 | $242,028 | $100,805+140.1% | $86,698+179.2% | $134,532+79.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.34% | 29.09%-36.4pp | 35.95%-43.3pp | 418.27%-425.6pp |
| Employer contribution / active EE | $6,000 | $3,490+71.9% | $2,837+111.5% | $4,741+26.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,000 | $10,925-45.1% | $7,493-19.9% | $11,429-47.5% |