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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 | $138,964 | $54,370+155.6% | $82,763+67.9% | $68,490+102.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.50% | -13.67%-4.8pp | 702.45%-720.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $10,763 | $2,219+385.0% | $3,008+257.8% | $2,597+314.5% |
| Participant deferral / active EE | $10,770 | $3,247+231.7% | $4,395+145.0% | $4,028+167.4% |
| Admin fee / account holder | $13,453 | $4,398+205.9% | $5,325+152.6% | $5,403+149.0% |