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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 | $233,965 | $129,959+80.0% | $104,301+124.3% | $134,532+73.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.29% | 42.04%-47.3pp | 24.61%-29.9pp | 418.27%-423.6pp |
| Employer contribution / active EE | $9,575 | $4,185+128.8% | $3,373+183.9% | $4,741+102.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,870 | $9,325-79.9% | $7,340-74.5% | $11,429-83.6% |