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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 | $132,071 | $54,355+143.0% | $82,744+59.6% | $68,486+92.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.09% | -13.67%-4.4pp | 702.22%-720.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,149 | $2,219+87.0% | $3,008+37.9% | $2,597+59.8% |
| Participant deferral / active EE | $6,027 | $3,246+85.7% | $4,395+37.2% | $4,028+49.7% |
| Admin fee / account holder | $750 | $4,397-82.9% | $5,325-85.9% | $5,404-86.1% |