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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 | $165,952 | $82,674+100.7% | $125,381+32.4% | $68,486+142.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -3.58% | -5.97%+2.4pp | 572.31%-575.9pp | -7.85%+4.3pp |
| Employer contribution / active EE | $16,440 | $3,382+386.1% | $4,815+241.4% | $2,597+533.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,700 | $6,277+6.7% | $10,007-33.1% | $5,404+24.0% |