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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 | $205,993 | $67,372+205.8% | $60,906+238.2% | $134,532+53.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -14.99% | 50.05%-65.0pp | 16.94%-31.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $17,144 | $3,099+453.2% | $2,703+534.2% | $4,741+261.6% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,200 | $4,588+449.2% | $3,227+680.9% | $11,429+120.5% |