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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 | $230,957 | $54,355+324.9% | $82,744+179.1% | $68,486+237.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.97% | -13.67%+1.7pp | 702.22%-714.2pp | -7.85%-4.1pp |
| Employer contribution / active EE | $11,629 | $2,219+424.2% | $3,008+286.6% | $2,597+347.8% |
| Participant deferral / active EE | $4,071 | $3,246+25.4% | $4,395-7.4% | $4,028+1.1% |
| Admin fee / account holder | $8,198 | $4,397+86.5% | $5,325+54.0% | $5,404+51.7% |