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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 | $147,583 | $59,111+149.7% | $86,451+70.7% | $68,490+115.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.87% | -0.22%-18.6pp | 4398.51%-4417.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $10,714 | $2,519+325.4% | $3,770+184.2% | $2,597+312.6% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $977 | $5,640-82.7% | $6,734-85.5% | $5,403-81.9% |