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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 | $166,001 | $82,674+100.8% | $125,381+32.4% | $68,486+142.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.17% | -5.97%+2.8pp | 572.31%-575.5pp | -7.85%+4.7pp |
| Employer contribution / active EE | $16,290 | $3,382+381.7% | $4,815+238.3% | $2,597+527.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,084 | $6,277-50.9% | $10,007-69.2% | $5,404-42.9% |