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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 | $238,521 | $88,585+169.3% | $69,884+241.3% | $134,532+77.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.79% | 442.80%-459.6pp | 190.81%-207.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $11,586 | $3,235+258.1% | $2,560+352.6% | $4,741+144.4% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,485 | $10,441-66.6% | $6,266-44.4% | $11,429-69.5% |