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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 | $176,198 | $67,396+161.4% | $60,919+189.2% | $134,545+31.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.44% | 50.12%-53.6pp | 16.96%-20.4pp | 418.37%-421.8pp |
| Employer contribution / active EE | $17,175 | $3,101+453.8% | $2,704+535.2% | $4,742+262.2% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $68,842 | $4,590+1399.9% | $3,228+2032.9% | $11,431+502.3% |