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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 | $101,556 | $115,796-12.3% | $101,264+0.3% | $158,950-36.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $22,142 | $4,175+430.3% | $3,660+505.0% | $4,762+365.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,516 | $7,247-51.5% | $5,947-40.9% | $11,248-68.7% |