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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 | $213,656 | $82,314+159.6% | $68,808+210.5% | $134,532+58.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -12.83% | -2.18%-10.7pp | -6.37%-6.5pp | 418.27%-431.1pp |
| Employer contribution / active EE | $6,667 | $3,301+101.9% | $2,656+151.0% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,314 | $6,484+43.6% | $4,936+88.7% | $11,429-18.5% |