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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 | $86,018 | $134,001-35.8% | $112,258-23.4% | $134,509-36.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.41% | 47.15%-51.6pp | 27.47%-31.9pp | 418.13%-422.5pp |
| Employer contribution / active EE | $13,747 | $4,039+240.3% | $3,636+278.1% | $4,741+190.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $92,870 | $7,491+1139.8% | $6,411+1348.5% | $11,427+712.8% |