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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 | $59,107+80.0% | $86,439+23.1% | $68,498+55.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.61% | -0.23%-14.4pp | 4395.55%-4410.2pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,158 | $2,519+65.1% | $3,769+10.3% | $2,596+60.2% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $17,098 | $5,637+203.3% | $6,732+154.0% | $5,403+216.4% |