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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 | $237,446 | $100,805+135.6% | $86,698+173.9% | $134,532+76.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.70% | 29.09%-37.8pp | 35.95%-44.6pp | 418.27%-427.0pp |
| Employer contribution / active EE | $21,257 | $3,490+509.1% | $2,837+649.4% | $4,741+348.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $435 | $10,925-96.0% | $7,493-94.2% | $11,429-96.2% |