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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 | $169,724 | $54,370+212.2% | $82,763+105.1% | $68,490+147.8% |
| Participation rate | 95.3% | 63.9%+31.4pp | 72.6%+22.8pp | 67.9%+27.5pp |
| Annual return | -9.19% | -13.67%+4.5pp | 702.45%-711.6pp | -7.85%-1.3pp |
| Employer contribution / active EE | $12,674 | $2,219+471.1% | $3,008+321.3% | $2,597+388.1% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,364 | $4,398+203.9% | $5,325+151.0% | $5,403+147.4% |