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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 | $244,710 | $91,536+167.3% | $130,062+88.1% | $75,177+225.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 38.63% | -631.62%+670.2pp | -137.37%+176.0pp | 160.75%-122.1pp |
| Employer contribution / active EE | $8,016 | $2,845+181.8% | $4,322+85.5% | $2,671+200.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $328 | $6,780-95.2% | $10,601-96.9% | $5,651-94.2% |