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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 | $106,387 | $59,111+80.0% | $86,451+23.1% | $68,490+55.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.61% | -0.22%-14.4pp | 4398.51%-4413.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $4,158 | $2,519+65.1% | $3,770+10.3% | $2,597+60.1% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,098 | $5,640+203.1% | $6,734+153.9% | $5,403+216.5% |