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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 | $216,808 | $152,597+42.1% | $117,533+84.5% | $134,532+61.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.55% | 53.04%-62.6pp | 29.77%-39.3pp | 418.27%-427.8pp |
| Employer contribution / active EE | $2,997 | $5,576-46.3% | $4,179-28.3% | $4,741-36.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34,329 | $7,007+389.9% | $5,647+507.9% | $11,429+200.4% |