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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 | $116,252 | $133,981-13.2% | $112,249+3.6% | $134,532-13.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.49% | 47.16%-50.7pp | 27.48%-31.0pp | 418.27%-421.8pp |
| Employer contribution / active EE | $19,276 | $4,040+377.1% | $3,636+430.1% | $4,741+306.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,382 | $7,492+92.0% | $6,412+124.3% | $11,429+25.8% |