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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 | $228,129 | $54,370+319.6% | $82,763+175.6% | $68,490+233.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.36% | -13.67%-4.7pp | 702.45%-720.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $10,903 | $2,219+391.3% | $3,008+262.4% | $2,597+319.9% |
| Participant deferral / active EE | $9,521 | $3,247+193.2% | $4,395+116.6% | $4,028+136.4% |
| Admin fee / account holder | $18,314 | $4,398+316.4% | $5,325+243.9% | $5,403+239.0% |