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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 | $129,489 | $54,370+138.2% | $82,763+56.5% | $68,490+89.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.95% | -13.67%-1.3pp | 702.45%-717.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $19,663 | $2,219+786.0% | $3,008+553.6% | $2,597+657.2% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $22,234 | $4,398+405.5% | $5,325+317.5% | $5,403+311.5% |