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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 | $200,539 | $100,805+98.9% | $86,698+131.3% | $134,532+49.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.30% | 29.09%-38.4pp | 35.95%-45.3pp | 418.27%-427.6pp |
| Employer contribution / active EE | $7,353 | $3,490+110.7% | $2,837+159.2% | $4,741+55.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,863 | $10,925+72.7% | $7,493+151.8% | $11,429+65.1% |